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.
Avoid these public speaking mistakes
By Beryl LoebLessons learned from a really bad college tour guide.
September 28, 2011
One in Three Couldn’t Make Housing Payment if Laid Off: SurveyAmericans say they are worried about their finances, but a third of them say that although they take time for financial planning, they also say they could not make their rent or mortgage payments for more than a month if they lost their jobs, a new survey says.
September 23, 2011
Top 10 Worst Financial Meltdowns by AthletesThese superstars blew through their hoards of cash long before retirement, which means they could've used some good financial advice.
September 21, 2011
Why You Should Care About the Greek CrisisGreek default fears are starting to infect Germany and its banks, which have significant holdings of Greek sovereign debt. And the infection is spreading to the U.S. because of close connections between U.S. and German banks.
September 19, 2011
Roadmap for the Coming Greek DefaultAn acclaimed fund manager says the history of sovereign defaults in Argentina, Uruguay, Russia and other countries provides a clear outline of the financial crisis that appears about to unfold, and the associated choices involved.
September 16, 2011
New 529 Plan Removes Worry Over Market Volatility: FPA San DiegoToo many parents saw their childrens education go from Harvard University to Hudson Community College as a result economic crash. For those who no longer wish to subject family college dreams to the vagaries of the market, Private College 529 Plan is here to help.
September 15, 2011
Sidestepping Income Tax When a Policy Is Canceled With Outstanding LoansInsolvent insureds can avoid income tax when a life insurance policy is terminated while loans are outstanding.
September 14, 2011
Domino receives leadership awardAnthony J. Domino Jr., CLU, ChFC, MSFS, is the 2011 recipient of the Kenneth Black Jr. Leadership Award from the Society of Financial Service Professionals.