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.
10-3-1 and the One Card System: Al’s gifts that keep on giving
By Brian AndersonAl Granum built his famous prospecting system off a simple truth: The best way to get someone to listen is through a referred lead.
January 03, 2014
An Age-by-Age Guide to Teaching Clients’ Children About MoneyMoney talk in some families is almost as taboo as sex talk, providing advisors an opportunity to educate clients and build relationships that last generations.
December 27, 2013
How to Obliterate the Cost of CollegeWant a Stanford education without the $59,000 a year price tag? The growth in massive open online courses (MOOCs) now makes that possible.
December 26, 2013
3 Steps Advisors Can Take to Help Clients Pay for CollegeA competent advisor should help clients not only save for college, but pay for it as well, easily saving clients tens of thousands of dollars.
December 20, 2013
Q&A: Bryan Clontz, Leon L. Levy Fellow in PhilanthropyBryan Clontz is helping advisors navigate the complex world of charitable giving at The American College.
December 20, 2013
Q&A: Bryan Clontz, Leon L. Levy Fellow in PhilanthropyBryan Clontz is helping advisors navigate the complex world of charitable giving at The American College.
December 19, 2013
Independent Scotland Would Seek to Keep Pound; London Says NoA vote for independence from the U.K. in Scotland scheduled for September could pave the way for a new currency.
December 17, 2013
Merrill Grabs 3 Reps as Raymond James, LPL Each Add 2 AdvisorsMeanwhile, Baird picks up a veteran financial advisor in Denver, who previously was with Charles Schwab.