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.
7 Worst 529 College Savings Plans of 2021: Morningstar
By Michael S. FischerThese 529 plans have structural flaws like subpar asset allocation or high fees, analysts say.
October 28, 2021
15 Best 529 College Savings Plans of 2021: MorningstarThe firm's manager research analysts have identified the education savings plans they consider best in class in 2021.
October 14, 2021
Fidelity Expands Student Debt Help for Its StaffThe firm will expand eligibility and increase by 50% the lifetime maximum loan payment offered to associates who are paying down student debt.
October 07, 2021
Education Department Overhauls Student Loan Forgiveness ProgramThe overhaul will provide about 49,000 student loan borrowers $4.5 billion in loan forgiveness, most of it previously denied.
September 29, 2021
Top 15 Most Expensive Colleges and Universities: 2021A study looked at the typical salaries of these schools' graduates.
September 14, 2021
CFP Board Teams With Ballentine Partners on Diversity ScholarshipFour annual awards worth up to $5,000 each will be offered to 16 Black and Hispanic or Latino students pursuing CFP certification.
September 13, 2021
J.P. Morgan Drops Upfront Fee on Some 529 PlansJ.P. Morgan Wealth Management advisors will offer select plans without the sales charge, which can be as high as 5.75%.
September 10, 2021
The Dangers of Co-signing a Grandchild's Student LoanThough they have good intentions, clients who want to help their family this way need to understand the risks.