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.
Actuarial Groups Get 1,000 Comments
By staff WriterMembers of the Society of Actuaries have shown keen interest in a proposal to let students substitute strong grades in accredited actuarial courses for taking some SOA credentialing exams.
September 16, 2009
Oregon Eyes DesignationsRegulators in a Northwestern state have filed proposed rules that would control financial professionals' use of credentials in sales and marketing efforts.
September 14, 2009
Majoring in Risk ReductionWealth managers who've readied clients financially for sending a child to college face an even harder task: Helping them prepare for the increased risks their kids will be shouldering away at school.
September 11, 2009
More seniors living on creditFreedom from indebtedness has become harder and harder for seniors to achieve in recent years thanks to increases in heath care and other costs.
September 11, 2009
More seniors living on creditFreedom from indebtedness has become harder and harder for seniors to achieve in recent years thanks to increases in heath care and other costs.
September 03, 2009
Baker takes the reins at MDRTThe Million Dollar Round Table, an international association of financial professionals, has selected Guy E. Baker, managing director of BTA Advisory Group in Irvine, Calif., as president for the 2009-2010 year. He succeeds outgoing president Walton
September 03, 2009
Baker takes the reins at MDRTThe Million Dollar Round Table, an international association of financial professionals, has selected Guy E. Baker, managing director of BTA Advisory Group in Irvine, Calif., as president for the 2009-2010 year. He succeeds outgoing president Walton
September 01, 2009
Top-performing plansConsumers have a couple of different options when it comes to putting their money into 529 plans. They can go it alone through direct consumer...