College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
5 Ways to Master THE Key to Presentations
By Michael GoldbergWithout this, your knowledge, sources and even delivery won't help much.
October 17, 2017
Complaints by Student Loan Borrowers Yield Millions in Relief: CFPBThe CFPB's annual report extols the benefits of consumer complaints, which ultimately affect policy.
October 16, 2017
New HUD Reverse Mortgage Rules Change the Game for BorrowersHUD recently implemented new rules that may make a reverse mortgage line of credit substantially less attractive to many seniors.
October 13, 2017
What Bank Investors Learned From JPMorgan, Citigroup ResultsStart of earnings season showed trading revenue was muted; JPMorgan had better lending margins, Citigroup cut expense.
October 13, 2017
5 Takeaways From BofA, Wells Fargo Q3 EarningsConsumer lending shows cracks on the second day of earnings season; the four largest U.S. banks cut their combined workforce after a pause.
October 13, 2017
Wells Fargo Hit by Surprise Charge From Pre-Crisis MortgagesThe bank takes a $1 billion charge for a pre-crisis mortgage probe; the surprise charge adds to headaches from the fake-accounts episode.
October 12, 2017
Families Saving More for College but Underestimating Costs: FidelityFidelity's College Savings IQ survey also found that more families are using 529 college savings plans but many don't understand all the advantages.
October 10, 2017
New York Life Adds Student Loan Repayment Program for EmployeesThe repayment program will offer up to $10,200 over five years for eligible employees, as well as student loan advice and online planning tools.