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.
Finke: Putting Millennials’ Finances Into Focus
By Michael FinkeOne of the problems with creating generational cohorts is that were tempted to focus on stereotypes. Here's what the data show about millennials.
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.
March 21, 2016
Understanding the squeeze on millennialsDid rich countries like the U.S. betray the millennial generation?
March 18, 2016
Soon your employer may be paying back your student debtTwo bills making their way through Congress would give companies a tax incentive to help employees repay their student loans.
March 18, 2016
Soon your employer may be paying back your student debtTwo bills making their way through Congress would give companies a tax incentive to help employees repay their student loans.
March 17, 2016
Career Swap: Why 7 Advisors Left These 7 ProfessionsThere are many more career changers than undergraduates enrolled in CFP programs, says Joseph Maugeri of the CFP Board.
March 17, 2016
4 Tax-Efficient Ways to Pay for College, Pt. 2: 529 Plans and TrustsThe pros and cons of paying for a child's college expenses using 529 college savings plans and the less-widely-used but nevertheless often beneficial irrevocable trusts.