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.
A Busy Woman
By Staff WriterCarolyn 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 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...
March 23, 2005
Stimpson Starts Personal Publicity ServiceNU Online News Service, March 23, 2005, 2:15 p.m. ESTA Wayland, Mass., public relations firm is selling a program aimed at financial advisors who ...
March 21, 2005
IFMG Promotes FilosNU Online News Service, March 21, 2005, 3:55 p.m. ESTA Purchase, N.Y., financial services distributor has named a new president for one of its ...
March 01, 2005
A Shout Across the DivideAs a person who just hired a grad- uate of the University of Wisconsin-Madison Personal Financial Planning (CFP) program, the February 2005 cover story, "The...
February 08, 2005
School Appeals To CSA HoldersNU Online News Service, Feb. 8, 2005, 3:53 p.m. ESTThe American College is making a special offer to financial services professionals who have earned ...