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.
Fiduciary-Only Advisors: Of Attorneys, 'Agents' and Schmucks
By Bob ClarkReaders of my recent blogs had some interesting responses (with colorful language) about the viability of my suggested designation of 'Fiduciary-Only Advisors.'
August 06, 2014
CFP Board Names Votava 2015 Chairman-ElectG. Joseph Votava Jr. is currently CEO of Seneca Financial Advisors LLC, which has offices in Rochester, N.Y., and Washington.
August 05, 2014
BMO report: Canadians' household debt rises 6 percentThe research reveals that household debt has increased in each region across Canada, except for the Prairies and Ontario.
August 05, 2014
BMO report: Canadians' household debt rises 6 percentThe research reveals that household debt has increased in each region across Canada, except for the Prairies and Ontario.
July 31, 2014
Top Ways College Is Paid For: Sallie MaeMore American families are reaching into their pockets to pay college tuition and borrowing less, according to a just-released study by Sallie Mae.
July 24, 2014
Morgan Stanley to Pay $275M to SEC in Mortgage CaseMorgan Stanley units understated the number of delinquent loans in two mortgage-backed securities, the SEC says.
July 16, 2014
Ethical Wills: A Good Way to Get Close to ClientsIt may not be right for all your clients, or for your practice, but helping clients draw up an ethical will can deepen your relationship.
July 14, 2014
American College Retools ChFC ProgramNew courses address divorce, behavioral finance and financial planning for LGBT community.