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.
Inflation Forces Budget-Squeezed Americans to Ask Family, Friends for Loans
By Alex TanziMore than 10% of all adults relied on loans from those close to them to meet spending needs, according to the Census Bureau.
March 31, 2022
Debate: Should the Freeze on Student Loan Payments Be Extended Again?Two professors discuss extending the freeze on student loan payments for a sixth time given current economic conditions.
March 30, 2022
A New Tool for Multi-Gen Client EngagementAdvisors will find plenty to share with clients and their children from soon-to-be-released government data.
March 29, 2022
Nearly Half of Families Earning $100K or More Lack an Estate Plan: SurveyMany respondents said they thought they weren't wealthy enough to need one.
March 01, 2022
10 More Reasons You're Worth Your FeesPeople will pay more if they feel they are getting good value for their money.
February 23, 2022
10 Reasons You're Worth Your FeesAdvisors add far more value than a website or an app.
February 11, 2022
Top 12 Mega-Donors to Charity in 2021The Chronicle of Philanthropy has released its annual list of the biggest benefactors.
January 11, 2022
Pandemic Spending Slowdown Eased Financial Stress: SurveyJohn Hancock's latest survey on stress and finances found the pandemic actually led to some good short-term behavior.