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.
An Important, Often Overlooked, Risk to Clients
By Mike PattonI've often heard it said that it is very difficult to be a generalist as a financial planner. One reason may be that there is...
October 21, 2009
Financial Confidence Dips In OctoberThe Country Financial Security Index fell to 66.4 in October, down from 68.8 in October 2008.
October 14, 2009
Conseco Moves To Raise CapitalConseco Inc. (NYSE:CNO) says it plans to raise $77.9 million by selling common stock and warrants to investment funds managed by Paulson & Company Inc., and to raise $293 million with a private offering of convertible senior debentures.
October 13, 2009
Financial Planning Movement Celebrates its 40th AnniversaryIn 1969, a very small group of individuals who wanted to change the emphasis of financial services to a "consulting" relationship rather than "salesmanship" gathered to see how they could alter the way they worked with their clients.
October 09, 2009
Liquid ArtFor all that market volatility and attendant risk, the collateralization of art has for some time had its place within wealth management.
October 08, 2009
Frontiers Awards Winners AnnouncedThe Financial Planning Association and Janus Capital Group Inc. have announced the winners of the 2009 Financial Frontiers Awards.
October 08, 2009
So Long, TomIt was with a certain amount of sadness that I heard that Tom DeLay had bid adieu to “Dancing with the Stars,” the wildly popular ...
October 02, 2009
W. Va. Adjusts 529The Hartford SMART529 college savings plan offered by West Virginia has added a new investment option.