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.
Biden Unveils Plan to Free Students From 'Unsustainable Debt'
By Nancy Cook, Josh Wingrove and Jennifer JacobsThe president also announced a final four-month extension of the moratorium on student loan repayments.
July 21, 2022
Morgan Stanley-Backed Fintech Teams With Schwab on Advisor AI Solutions: Tech RoundupAlso, Orion Advisor Solutions announces new enhancements to the LoneStar 529 Plan.
July 05, 2022
12 Most Affordable U.S. States: 2022Average pay is at least 30% higher than the cost of living in these states, a job search site reports.
June 17, 2022
New Bill Would Allow Rollovers From 529 Plans to Roth IRAsThe bipartisan College Savings Recovery Act would allow unused education savings to be rolled over without penalty.
June 08, 2022
Headwinds for High Earners Are About to Get WorseIn a recent survey, a third of people earning more than $250,000 a year reported living paycheck to paycheck. And expenses are climbing.
June 03, 2022
15 Worst Places for Millennials to Live: 2022WalletHub ranked the states on 34 metrics of affordability, education and health, quality of life, economics and civic engagement.
May 26, 2022
Most College Savers Don't Know About 529 Plans: Edward JonesWhile 55% of respondents consider saving for college a top priority, only 40% recognized this education savings tool.
May 11, 2022
Debate: Should Biden Cancel Millions of Americans' Student Debt?Two professors discuss Republicans' renewed attacks on the administration's plan to order student loan forgiveness.