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.
Reverse mortgages: What you need to know
By Mike PattonFred Thompson and The Fonz may extol the benefits of reverse mortgages, but the reality is quite different. Here's how to assess this product.
May 09, 2014
Millennials doing better than prior U.S. generation, paper showsAre the kids alright? Maybe so.
May 08, 2014
Under the Hood: Reverse Mortgages—What You Need to KnowFred Thompson and The Fonz may extol the benefits of reverse mortgages, but the reality is quite different. Here's how to assess this product.
May 07, 2014
3 business lessons I learned from my motherA young financial advisor reflects on the surprising lessons he's learned under the wing of a veteran producer who happens to be his mother.
May 07, 2014
Mortgage Debt Threatening Retirees’ Security: CFPBThe percentage of homeowners 65 and older with mortgage debt increased from 22% to 30% from 2001 to 2011, CFPB report says.
May 07, 2014
Top 10 Richest Prep Schools for 2014: Biggest EndowmentsThe Andovers and Exeters of the world use huge funds to pay for operations and tuition.
May 06, 2014
How to discuss the college cost-benefit calculusHow to help your clients put a college education and its enormous cost in perspective of their overall financial situation.
May 06, 2014
How to discuss the college cost-benefit calculusHow to help your clients put a college education and its enormous cost in perspective of their overall financial situation.