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.
The Pension Protection Act Boosts 529 College Savings Plans
By Trevor ThomasThe Pension Protection Act wasn't just about defending pensions from financial failure. Among other provisions, it also permanently extends the tax advantages of Section 529 ...
September 01, 2006
Dealing With DebtAre you asking your clients about their liabilities? Looking only at one side of your clients' balance sheet may put their long-term goals at risk....
August 29, 2006
Hancock Unveils 529 Promotional KitA large insurer is offering a new package of marketing materials for financial consultants who want to help clients save for education.John Hancock College Savings, ...
August 22, 2006
College Presents Reviews For CFP TestThe College for Financial Planning has added Tampa, Fla. and St. Louis to its schedule of review sessions for those seeking certification as financial planners.This ...
August 22, 2006
College Presents Reviews For CFP TestThe College for Financial Planning has added Tampa, Fla. and St. Louis to its schedule of review sessions for those seeking certification as financial planners.This ...
August 18, 2006
Personnel Changes: AIG, Assurant, OthersAmerican International Group Inc. has hired Nicholas Ashooh be senior vice president of communications.Ashooh succeeds John Wooster Jr., who has been handling the job on ...
August 01, 2006
When Kids Choose to "Do Good"Many of today's young people want to make the world a better place. For some, this may take priority over finishing college, usually against their...
August 01, 2006
Back in the SaddleThis month, Peggy Cabaniss turns over the reins as the chairman of the National Association of Personal Financial Advisors (NAPFA) to Dick Bellmer. But before,...