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.
Financial Pros Just Don’t Get Millennials: Study
By Michael S. FischerIn particular, young investors find efforts to reach them on social media "creepy," a study by Oxford undergrads and BNY Mellon finds.
September 02, 2014
Top 10 Best Paying Jobs: 2014These 10 jobs all pay median salaries in the six-figure range, but most require an advanced degree.
September 02, 2014
Boomer Mortgage Debt Could Dampen EconomyA growing number of homeowners are reaching retirement age still owing money on their houses, causing a squeeze on other spending.
August 28, 2014
BestBequest: Because You Can't Take Your Passwords With YouBestBequest is a way to make client data accessible to a trusted person in case of emergency.
August 28, 2014
Boomer wealth depressed by mortgages poses U.S. spending riskThe increase in mortgage debt may may influence labor-force dynamics, prompting older Americans to delay retirement.
August 27, 2014
Can CFPs Really Be Fiduciaries?To my mind, the onus for establishing standards for how CFPs should live up to a fiduciary standard fall squarely on the CFP Board.
August 25, 2014
A New HopeIn the individual video interviews I conducted with the leaders of the 2014 Broker-Dealers of the Year, I asked what advice theyd give to a college student considering a career in the financial advice field.
August 20, 2014
Parents Agree Kids Should Help Pay for College: FidelityParents plan to cover 64% of their childrens college costs, Fidelitys eighth annual College Savings Indicator Study found.