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.
The role of financial literacy in generational wealth planning
By David StoneAdvisors who are serious about helping their clients with generational wealth planning should show clients how to begin the process at home.
September 29, 2016
More Families Saving for College but Many Not Using 529 PlansA new survey shows close to 60% of families are saving for college, but only 37% are using 529 plans.
September 29, 2016
Cornell Endowment Posts 3.3% Loss, Worst Among Ivies So FarHarvard, Dartmouth and Penn also posted losses for the latest fiscal year but they were 2% or less. Yales endowment gained 3.4%.
September 23, 2016
Harvard’s Endowment Loses Nearly $2B in Latest Fiscal YearThe prestigious university just reported its worst performance for its endowment since 2009, with timber assets underperforming.
September 20, 2016
15 Best Paying Jobs for College Business Majors: 2016ThinkAdvisor used PayScales College Salary Report, which collected data from 1.4 million graduates, to find the top jobs.
September 15, 2016
America’s Biggest 401(k) Advisor Has a Plan to Manage All of Your MoneyFinancial Engines, which already manages employees' 401(k)s, wants to manage all aspects of those employees' financial existence in an affordable way.
September 14, 2016
America’s biggest 401(k) advisor has a plan to manage all of your moneyFinancial Engines wants to move beyond 401(k)s to manage more of consumers' nest eggs.
September 14, 2016
America’s biggest 401(k) advisor has a plan to manage all of your moneyFinancial Engines wants to move beyond 401(k)s to manage more of consumers' nest eggs.