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.
Advisors shifting to comprehensive planning, fees
By Staff WriterFinancial advisors are making more money, seeking more education, and providing more holistic advice to clients as compared to a year ago, according to the...
July 01, 2009
Inflation or Deflation? Looking for Signs of Future PricesMembers of the Retirement Income Industry Association and friends keep asking me a difficult question: Are retirement portfolios more at risk from inflation or from...
July 01, 2009
The Psychology of Advice: Crash ConsciousnessCan you see JP Morgan Chase employees holding CEO Jamie Dimon hostage to protest layoffs? Or hear suburban parents saying to their kids, "Too bad...
June 30, 2009
Sit up straight and pay attentionSeveral years ago, I read a fascinating article about a body language experiment that was conduced by a group of marketing students attending a major university.
June 25, 2009
W. Virginia College Plan Attains MilestoneWest Virginia announced the enrollment of its 100,000th participant in the 529 College Savings plan it began in 2002.
June 16, 2009
Poll: Gloom May Be EasingAmericans' pessimism about their financial security seems to be decreasing.
June 16, 2009
Poll: Gloom May Be EasingAmericans' pessimism about their financial security seems to be decreasing.
June 02, 2009
Late again: Six tips to avoid getting the bootThe best salespeople are fanatical about being on time. When I spend time with the best I find them to be crazy, and I mean squirrel-crazy, about leaving with plenty of time to get to appointments.