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.
Meet Advisor of the Year finalist Marvin Mitchell
By Kristen BeckmanMitchell has built his practice on family-first values that extend to both his clients and employees
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.
June 22, 2016
When Divorced Parents Disagree About Who Pays for CollegeWhen it comes to paying for college, there are added layers of complexity for divorced parents. Lessons from New Jersey.
June 22, 2016
30 colleges for the best ROI: 2016When choosing a college, being able to recoup the expense in future earnings is one factor worth considering.
June 22, 2016
30 colleges for the best ROI: 2016When choosing a college, being able to recoup the expense in future earnings is one factor worth considering.
June 15, 2016
30 colleges for the worst ROI: 2016Beware of colleges and universities that leave students with a pile of debt, especially when graduates from other schools tend to earn more.
June 15, 2016
30 colleges for the worst ROI: 2016Beware of colleges and universities that leave students with a pile of debt, especially when graduates from other schools tend to earn more.