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.
New Grads Feel the Chill
By Staff WriterMembers of the college Class of 2011 are leaving campus with an average of $39,900 in debt each.
May 27, 2011
The Mystery of the Financial OstrichFederal financial services regulators are still not sure what kinds of educational programs can help consumers improve their financial well-being, a top official says.
May 27, 2011
FPA in China: Despite Solid Progress by Young Planners, More Work to DoHaving just concluded a knowledge café with our financial planner counterparts from FPSB China (Financial Planner Standards Board), I come away both impressed with how far financial planning has come in China and how much work they still have to do.
May 24, 2011
3 Steps to Reduce Clients’ Stress Levels: Financial Finesse’s InsightsUsing unique data gathered in Financial Finesse's educating retirement plan participants, Liz Davidson suggests tips for managing clients’ emotions
May 23, 2011
Ron Rhoades, Joseph Capital Management: The Extended 2011 IA 25 ProfileIn registered investment advisor and fiduciary circles, Ron Rhoades, new to the IA 25 this year, is a gentleman and a scholar.
May 20, 2011
David Gergen, Political Analyst, Is Somber Yet Hopeful About State of CountryAt NAPFA Salt Lake City, Washington insider explains how macro events will affect advisors and clients.
May 18, 2011
IMF Warns Greece: Reform or RestructureAccording to an IMF envoy monitoring Greece’s progress in implementing reforms to drive down its debt, those reforms aren’t coming fast enough and that could have dire consequences for Athens.
May 17, 2011
EU Says Greek Restructuring PossibleThis was the first official acknowledgment that such an action might occur, and it was met with swift resistance from other euro zone officials. The effect on European banks and the European Central Bank (ECB), which all hold substantial amounts of Greek debt, would be huge. American banks also hold...