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.
How the 8 Ivy League Endowments Performed in Fiscal 2022
By Michael S. FischerOnly one posted a positive return, but all eight beat the median of -10.2%.
October 18, 2022
17 Richest Colleges & Universities in the U.S.Here are the schools with the biggest endowments, according to the latest report from Nacubo-TIAA.
October 14, 2022
3 Underappreciated Benefits of Early Retirement SavingsEven modest amounts of savings can help in emergency situations and deliver substantial peace of mind.
October 14, 2022
11 Colleges That Mint Future Billionaires: ForbesOne-quarter of this year's Forbes 400 richest Americans attended one of these institutions.
September 22, 2022
How to Help Parents When College and Retirement Collide: Advisors' AdviceClients who had kids in their 30s or later could hit two expensive milestones very close together.
September 15, 2022
How to Qualify for Biden's Student Loan Debt ForgivenessAdvisors can play a valuable role in making the process as smooth as possible for their clients.
September 07, 2022
10 Hard Questions That Reveal Why Investors Need AdvisorsYour clients and prospects have hard questions on their minds. Demonstrate your value by answering them.
September 01, 2022
Debate: Is Biden's Student Loan Forgiveness Plan a Mistake?Two professors discuss the president's plan to forgive up to $10,000 in student loan debt for certain taxpayers.