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.
Majority of millennials have 'no idea' when student loans will be paid off
By Polly MosendzMore than a third of millennials say they wouldn't have attended college at all had they known the extent of the costs in advance.
April 04, 2016
How to Increase Financial Literacy? Start Young, Train TeachersBy the time students reach college and take on heavy debt loads, valuable lessons have been missed, PwC warns.
March 28, 2016
How Parenting Trends Shape Your ClientsYou've probably heard of "helicopter parents" and dealt with "trailing boomer" parents who can't stop supporting their kids. But have you heard of "drone parents"?
March 28, 2016
Finke: Putting Millennials’ Finances Into FocusOne of the problems with creating generational cohorts is that were tempted to focus on stereotypes. Here's what the data show about millennials.
March 24, 2016
For Servicemembers, Debt Collection Is Top Consumer ComplaintServicemembers are nearly twice as likely as the general population to file a complaint with the CFPB about debt collection issues.
March 23, 2016
Cash-Strapped Connecticut Licks Tax Chops at Yale Endowment FundA proposed bill in the state would tax endowment income in funds with $10 billion or more a distinction that applies only to Yale.
March 23, 2016
Doctors, education aid in decline of financial elder abuseEfforts to involve doctors in spotting and reporting signs of financial exploitation of the elderly appear to be working.
March 22, 2016
Soon Your Employer May Pay Back Your Student DebtTwo bills in Congress could give companies a tax incentive to help employees repay their student loans.