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.
Credit Card Debt Soars, Pushes Past Pre-Recession Levels: CardHub
By Emily ZulzCardHub is projecting that Americans will end 2016 with roughly $1 trillion in outstanding balances for the first time ever.
June 08, 2016
Are Advisors Toast if Google, Apple or Amazon Join Robo-Advisor Race?Steven Miyao, president of DST kasina, says hed be surprised if they dont create financial services products.
June 07, 2016
Student team helps Swiss Re size up G8 pandemic fundAnalysts say a big pandemic could cost the world $4 trillion.
June 06, 2016
John Oliver puts medical debt on TVFor $60,000, comedian was able to relieve 9,000 people of $15 million in unpaid bills
June 06, 2016
John Oliver puts medical debt on TVFor $60,000, comedian was able to relieve 9,000 people of $15 million in unpaid bills
June 02, 2016
Wealthfront Launches Its Own 529 PlanThe Wealthfront 529 College Savings Plan aims to offer the best attributes of both advisor-sold and direct-sold 529 plans.
May 27, 2016
Advisor-Sold 529 Plans Lose Market Share Even as Assets GrowAdvisor-sold 529 plans account for 46% of all 529 plan assets, but more investors are choosing direct-sold funds with lower fees, according to Morningstar.
May 26, 2016
The value of advisors: it’s about asking the right questionsIf you ask your prospects and clients the right questions, they will share their hopes, dreams and fears with you.