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.
Generous grandparents seek formal plans for college funding
By Staff WriterMost grandparents, although ready and able to help with their grandchildren's college fund, have not been able to formulate a concrete plan with their children...
September 01, 2008
Important factsConsumer knowledge of 529 plans' rules and regulations is spotty at best. They rely on advisors to help them make good decisions. Advisors rely on...
September 01, 2008
Group Think?- The CFP Board has hired Marilyn Mohrman-Gillis as managing director, Public Policy, effective August 18. Mohrman-Gillis will be responsible for developing and overseeing CFP...
August 31, 2008
Extinguishing The Talent InfernoAn uncontrolled wildfire is burning through talent in the financial services industry. The retention rate of new producers, observes a LIMRA International study, still hovers ...
August 31, 2008
Extinguishing The Talent InfernoAn uncontrolled wildfire is burning through talent in the financial services industry. The retention rate of new producers, observes a LIMRA International study, still hovers ...
August 28, 2008
Higher Education Act Adds Simplification, Disclosure RequirementsOn August 14, 2008, ten years since its last reauthorization, President Bush signed into law the Higher Education Act (H.R. 4137). The law was originally...
August 19, 2008
FPA Presents 2008 P. Kemp Fain Jr. Award to Don PittiThe Financial Planning Association has named pioneering planner Don Pitti as the recipient of the 2008 P. Kemp Fain Jr. Award.