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.
Fidelity Expands Student Debt Help for Its Staff
By Michael S. FischerThe firm will expand eligibility and increase by 50% the lifetime maximum loan payment offered to associates who are paying down student debt.
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.
September 09, 2021
More Than 9 in 10 CFPs Strongly Satisfied With Career Choice: SurveyThe CFP Board polled certificants about the value of the credential.
September 07, 2021
Top 20 Colleges Whose Business Grads Earn Highest SalariesThe study of business offers one of the widest salary ranges of any major, PayScale reports.
September 07, 2021
Clients Can Use 529 Plans to Pay for K-12 School. But Should They?Clients seeking tax-friendly ways to pay tuition might find this option attractive, but beware the fine print.
August 27, 2021
20 Best-Paying Jobs for College Business Majors: 2021Yes, financial advisor made this list.