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.
10 Financial Mistakes College Freshmen Make, and How to Avoid Them
By Phil GusmanRemind your clients with kids in college that those 'first years' should establish good habits from the beginning, especially when it comes to their money.
August 24, 2016
Could Student Debt Swing the Presidential Election?College students and their parents consider debt a bigger election issue than hot-button topics like unemployment and immigration, a poll finds, and they vote in large numbers.
August 22, 2016
Wells Fargo Hit With $4 Million in Penalties, Relief for Its Student Loan ServicingThe CFPB charged Wells Fargo with collecting illegal fees from borrowers and failing to disclose critical information to manage student loans.
August 17, 2016
College Costs: Kids’ Expectations vs. Parents’ Ability to PayMost children think their parents will pay all their college costs, but parents, many with their own student debt, have different ideas, a survey found.
August 16, 2016
Beechwood says clients secure as reinsurer limits Platinum risksThe reinsurer says it began severing ties with the firm in late 2014.
August 15, 2016
FPA Hires Colacci as Public Policy CounselJosephine Colacci will help push for an SEC fiduciary rule and other Financial Planning Coalition policy efforts.
August 11, 2016
Why China Can't Solve Its Debt ProblemAs China's debt levels rise and the economy remains sluggish, the government's ability to boost growth looks increasingly precarious.
August 10, 2016
7 Ways to Become an Indispensable Advisor — From the StartHere are seven dos (and a few donts) that can help younger advisors in particular keep the job of their dreams.