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.
How Debt Can Help Your Clients Save More
By Bernice NapachFormer wealth manager and book author Thomas Anderson says paying off debt too soon short-changes retirement savings.
January 26, 2017
Truth comes from flipping Dave Ramsey’s financial adviceColumn: Use your head and not your heart. Youll see just how flawed Dave Ramseys financial advice really is.
January 19, 2017
Free College Tuition Plans Sprout in States as Feds Could Cut AidGet ready for potential changes in the college funding arena at the federal and state level, some good and some bad for borrowers.
January 19, 2017
Student loans, home equity loss pound household wealthThe median wealth of families with heads in 'Generation X' took an especially big hit.
January 19, 2017
Student loans, home equity loss pound household wealthThe median wealth of families with heads in 'Generation X' took an especially big hit.
January 18, 2017
5 Trends Driving Record M&A Activity for RIAs: Dan SeivertA few major trends, some of them surprising, are driving record growth in deal activity, Echelon Partners CEO Dan Seivert says.
January 18, 2017
House Bill Would Let Students Pay Off Loans With 529 PlansThe legislation also would encourage companies to help employees save for college or for disability care via tax incentives.
January 18, 2017
CFPB Sues Navient, the Largest US Student Loan ServicerThe CFPB charges Navient with illegal practices that pushed borrowers deeper into debt or prevented their participation in income-driven repayment plans.