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.
14 Best Value Public Colleges: Princeton Review, 2022
By Michael S. FischerThese public institutions have earned the company's highest return-on-investment rating.
April 27, 2022
CFP Exam Pass Rate Hits 65% in MarchThat's an increase over the November 2021 pass rate of 58%.
April 06, 2022
Biden Set to Extend Student Loan PauseThe pause, expected to be announced Wednesday, would extend the repayment freeze through Aug. 31.
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.