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.
JPMorgan, Wells Fargo See Double-Digit Q1 Profits but Shares Fall on Low Revenue
By Joyce HansonJPM and WFC both offset lower profit margins on loans by setting aside less money to cover bad mortgage loans.
April 11, 2013
Advisors: Stop renting and buy the buildingA compelling case study illustrates why an Small Business Administration loan just might be the perfect fit for your business.
April 10, 2013
Low Investor Confidence: An Opportunity for Independent AdvisorsAs the previous financial meltdown helped create the independent investment advisory profession, so the current lack of trust in the investment system spells an opportunity for today's independent advisors.
April 10, 2013
Advisors with CLU, ChFC designations earn moreFinancial advisors with a CLU or ChFC designation earn 20 percent to 50 percent more than their peers, according to a new report.
April 10, 2013
Advisors with CLU, ChFC designations earn moreFinancial advisors with a CLU or ChFC designation earn 20 percent to 50 percent more than their peers, according to a new report.
April 08, 2013
529 College Savings Plans: Never Too Late to StartLate college saving is better than no college saving, says WSJ's Rosenthal.
April 03, 2013
NAPFA Names Top 30 InfluencersThe "30 Most Influential" program recognizes NAPFA members and staff who have made an impact on fee-only financial planning, the group and their peers since NAPFAs 1983 founding.
March 25, 2013
Congress’ Next Slugfest: Debt Ceiling, 3 Battling BudgetsNow that the government is funded through September, Congress must tackle the debt ceiling and three separate budgets, says Andy Friedman of The Washington Update.