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.
Gary T. Charlebois
By Staff WriterPension 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 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 ...
August 16, 2005
Figueira Joins Insurance School TeamThe American College has hired Russell Figueira to be associate vice president of alumni relations.[@@]Figueira previously was senior director of project management and human ...
August 16, 2005
Conseco Gets Lower Interest RatesConseco Inc. has succeeded at replacing some of its secured debt with cheaper, more flexible unsecured debt.[@@]Conseco, Carmel, Ind., had to borrow money on ...
August 15, 2005
NASD Investigating Some 529 PlansByDo 529 college savings plans need reform?The National Association of Securities Dealers is investigating 20 broker-sold 529 funds that have made at least 90% of ...
August 11, 2005
NAPFA to Offer Two Days of Free Advice to CallersArrangement with Kiplinger's to focus on college savings