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.
Wow -- Capitalism works
By John Sullivan"I've got to be better in what I offer. I've got to be that much better in the service I provide my customers, or they'll...
June 01, 2008
Giving Minority Students A Leg Up in the BusinessMany people have bemoaned the lack of racial and ethnic diversity within and around the profession, noting the obvious fact that the makeup of the...
June 01, 2008
How Will a Networker Work?The idea is to "create wealth, not just make money," says the ambitious Watkins, 28, who wants to "lead the new generation" to a secure...
May 31, 2008
What is the next big purchase you're planning on making?We might plan a big trip. My wife's always been after me to go to Alaska; last year we rented a condo on the Gulf shore for the month of January. We might also think about buying a car. And if we had to downsize to a new home so...
May 28, 2008
Sandwich generation just got tighterIf you're planning on turning your child's room into a study, you might want to hold off. Seems college graduates are having a tough time...
May 28, 2008
Credit crunch hits college fundingBoomers routinely wrestle with the dilemma of funding a child's college education versus saving for their own retirement. Unfortunately, the Wall Street Journal reports the...
May 28, 2008
Stacking the DeckAs a financial services professional, you already know that the high net worth market is exploding. According to the 2006 Merrill/Cap Gemini World Wealth Report, ...