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.
Forget the Elevator Speech: 5 Steps to Telling Your Story
By Angie HerbersThe key to your marketing story, says Megan Carpenter of FiComm, is what happens after you tell it to prospects.
November 01, 2016
Harvard Raises Record $1.2B, but Slow Returns Crimp BudgetFundraising total is second-largest ever in higher education; more restraint on spending will be called for, school says.
November 01, 2016
Financial planning that helps families avoid college debtThis is how one advisor developed a strategic vision to help parents incorporate the cost of their childrens college education into the family's comprehensive financial plan.
November 01, 2016
Financial planning that helps families avoid college debtThis is how one advisor developed a strategic vision to help parents incorporate the cost of their childrens college education into the family's comprehensive financial plan.
October 31, 2016
Banks Amass $2.4T Hoard of Bonds as BofA Leads RushBanks are buying and holding more U.S. government bonds while they're simultaneously limiting lending.
October 26, 2016
College Gets More Expensive, AgainTuition and fees at private and public schools alike keep rising faster than inflation.
October 24, 2016
What Does Divorce Really Cost?Conducted by volunteers, Second Saturday workshops address the legal, emotional and financial issues of divorce.
October 24, 2016
Job-Seeking Students Have Much to LearnLast month, I visited four CFP Board-registered programs across three states.