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.
Before They Tie The Knot, Ask Them to Ink the Plan
By Warren S. HerschFew things can imperil a marriage faster than differences over money. The tolling of the metaphorical wedding bell, which once united bride and groom in ...
September 07, 2005
Creating Products To Relieve Sandwiched BoomersInnovative services and products can allow boomers to take care of their children, their parents and themselvesAs the once perpetually young baby boomer generation ...
September 01, 2005
Gary T. CharleboisPension Portfolios 2025 Bonita Avenue La Verne, California 91750 909-596-1000 800-359-7560 Fax: 909 596-5230 Year Practice Began: 1987 Number of advisors in firm: Five Clients: 1000+ (firmwide) Clientele: Individuals with lump sum payments from...
August 31, 2005
Financial Services School Sets Up Hall Of FameThe American College wants to recognize alumni who make extraordinary efforts to support it.[@@]The Bryn Mawr, Pa., financial services college has set up a ...
August 31, 2005
529 Plans Are Too Hard To Understand, Consultant SaysIn looking at 15 different 529 college savings plans from a variety of brokerage firms, a consulting company concludes both product and pricing information ...
August 26, 2005
Gen X, Boomers Differ On Kids College Education: StudyA new survey finds many GenXers are beginning to despair that they can afford to send their kids to college.[@@]Among members of Generation X ...
August 23, 2005
Planners Income Up 27%, Study FindsFinancial planning professionals are making more money and keeping a strong sense of career satisfaction, according to a recent survey by the College for ...
August 17, 2005
Principal Announces Second-Quarter GrantsA foundation affiliated with Principal Financial Group Inc. has awarded about $800,000 to nonprofit organizations in communities where Principal has a large number of ...