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.
4 Areas Advisors Must Improve to Make Financial Planning Their Differentiator
By Jay HummelTen years from now the best advisors wont be talking about portfolio performance but, rather, plan performance. So how do you get there?
June 30, 2016
More Scholarships, Fewer Loans Financing College: SurveyIn addition, more students are working during the academic year or on breaks to help pay for college, Sallie Mae reported.
June 30, 2016
How Chinese Students Are Helping to Save America’s CollegesThe rising number of Chinese students at American colleges is driven in part by big cutbacks in government aid for state universities.
June 30, 2016
Meet Advisor of the Year finalist Marvin MitchellMitchell has built his practice on family-first values that extend to both his clients and employees
June 30, 2016
Puerto Rico Expected to Default on Debt Even After Restructuring Bill Is SignedEven after Obama signs the long-awaited bill that lets Puerto Rico restructure its debt, the ultimate outcome for holders of the islands debt remains uncertain.
June 29, 2016
Puerto Rico Says It Will Default Even With Congressional AidAs the Senate prepared to vote on a debt restructuring bill for Puerto Rico, its governor said the island would default on more than $1 billion in GO debt Friday.
June 23, 2016
Excess 529 Plan Funds: Putting Them to (Tax-Preferred) WorkThe rules governing excess 529 college savings funds are nuanced and surprising, so the devil's in the details when it comes to maintaining their tax-preferred status.
June 22, 2016
States Roll Out 529 Plans for Disability ExpensesFollowing the passage of the ABLE Act in December 2014, several states have authorized plans similar to the college savings vehicles to cover disability-related expenses.