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.
Understanding the squeeze on millennials
By Noah SmithDid rich countries like the U.S. betray the millennial generation?
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.
March 16, 2016
No, Subprime Auto Loans Are Not Like Subprime MortgagesIt can take three years for a foreclosure to be completed. If you default on a car loan, the repo man might show up in three hours.
March 15, 2016
4 Tax-Efficient Ways to Pay for College, Pt. 1: Direct Pay and Custodial AccountsThe high price of college requires careful planning to do so for a child or grandchild in the most tax-efficient way.
March 11, 2016
Stop bashing Wall Street. Times have changed.Financial firms are doing more to help consumers, business and industry in America than they have in decades.
March 10, 2016
El-Erian: Uncontrolled Volatility Ahead as Central Banks WitherMohamed El-Erian sees a dysfunctional global economy where central banks, other than the Fed, are becoming less effective.
March 10, 2016
Using Irrevocable Trusts to Pay for College: One Important CaveatUsing an irrevocable trust to pay for a child or grandchild’s education has many benefits. However, there is one important caveat.To accomplish the…