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.
American College Raises ChFC Bar
By Warren S. HerschA financial services school is imposing tougher requirements on applicants seeking a popular designation.
January 07, 2009
Treasury and IRS increase flexibility for 529 plansA result of the financial crisis, the U.S. Treasury and the IRS are now giving investors more flexibility in managing their 529 plan accounts. A...
January 01, 2009
Big Bucks AwaitForbes columnist and investment guru Ken Fisher points out that people can become rich both in strong and weak economies -- which is good to...
January 01, 2009
Group Think? Three of the largest organizations of financial planners--the CFP Board, the FPA, and NAPFA--announced that they are holding a series of exploratory meetings to...
January 01, 2009
Don't Panic!Author Ori Brafman's book can help advisors help their clients avoid the perils of group dynamics. Seems cuckoo; but it makes perfect sense, actually, that the...
December 23, 2008
Liddy: 70% Of AIG Must Be Sold To Pay Back LoanAmerican International Group Inc.'s top executive says 70% of the company must be sold off to repay its federal loan.
December 23, 2008
Liddy: 70% Of AIG Must Be Sold To Pay Back LoanAmerican International Group Inc.'s top executive says 70% of the company must be sold off to repay its federal loan.
December 11, 2008
Need-to-know: CFP to change renewal requirements in springThe College for Financial Planning will implement changes to renewal requirements next spring for its professional designations. The renewal requirements will entail taking 16 hours of...