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.
This year's 15 best jobs for college business school graduates
By Ronald PechtimaldjianThe future is bright for business majors who plan to pursue one of these careers.
November 14, 2016
Mnuchin Said to Be Top Treasury Pick Among Trump AdvisersKey transition members said to suggest ex-Goldman partner; president-elect seen making an announcement later this week.
November 11, 2016
How the Military Creates Successful Financial AdvisorsFour veterans who are now working in financial services share how the military prepared them for success in the civilian world.
November 10, 2016
Forget the Elevator Speech: 5 Steps to Telling Your StoryThe key to your marketing story, says Megan Carpenter of FiComm, is what happens after you tell it to prospects.
November 02, 2016
16 Best & Worst 529 College Savings Plans of 2016: MorningstarOf the 63 plans Morningstar rates, almost half have a neutral rating and all three plans with a negative rating are sold by advisors.
November 02, 2016
CFP Board, ‘Rock the Street’ Launch Career Program for High School GirlsProgram is designed to raise awareness of financial planning as a career.
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.