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.
Bill Assures Ta-Free Status Of 529 Plans
By Arthur D. PostalWashingtonThe current tax-free status of withdrawals from college savings plans would be made permanent under bipartisan legislation introduced earlier this month in the House.Currently, ...
May 11, 2005
Own? Rent? Things To Consider When Home Values Look SweetWhen boomers on the cusp of retirement or beyond look at soaring real estate values, they may realize just how sweet is home.Capturing large ...
May 01, 2005
A Busy WomanCarolyn Kaufman began her career in the financial planning world in 1978 and received her CFP designation a year later. In 1984 she established her...
April 22, 2005
MetLife To Keep RGA StakeMetLife Inc. says it is no longer considering the sale of its 51% stake in Reinsurance Group of America Inc., St. Louis, to help ...
April 13, 2005
American College Teams With NAIFANU Online News Service, April 13, 2005, 4:30 p.m. EDTThe American College is working with a leading agent group to create a new designation ...
April 13, 2005
529s Give The Most Boom For The College Buck529s Give The Most Boom For The College BuckBYParents can contribute to 529 college savings plans without concern that the accumulated savings will reduce their ...
April 01, 2005
Pay Off That Mortgage, or Not?Aptly called the American Dream, home ownership is being enjoyed in ever-increasing numbers. A combination of low interest rates and a long boom in real...
April 01, 2005
I'm OK, You're Sorta OKFew assets are more important to a financial advisor than personal integrity. Your clients expect you to give them advice straight from the shoulder. But sometimes...