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.
When 401(k) Loans Make Sense
By Trevor ThomasBySome producers advise their boomer clients not to borrow against their 401(k) plans because those assets are, after all, earmarked for retirement--a life stage ...
October 20, 2003
GAO: Bank Regulators Should Look Harder For Signs Of TyingNU Online News Service, Oct. 20, 2003, 5:35 p.m. EDT -- Federal banking regulators should do more to enforce the laws that prohibit commercial ...
October 07, 2003
Advest Hires CFONU Online News Service, Oct. 7, 2003, 5:47 p.m. EST -- Advest Inc., Hartford, has hired Jason Diamond to be its chief financial officer.Diamond ...
October 03, 2003
Colonial: Worksite Training Program Increases SalesNU Online News Service, Oct. 3, 2003, 12:13 p.m. EST -- Colonial Supplement Insurance, Columbia, S.C., says its new Colonial College worksite benefits sales ...
September 25, 2003
Pape To Be CFP Board Chair-ElectNU Online News Service, Sept. 25, 2003, 1:47 p.m. EDT -- The Certified Financial Planner Board of Standards Inc., Denver, says Glenn Pape will ...
September 25, 2003
Hartford Hires Former White House Communications OfficialNU Online News Service, Sept. 25, 2003, 2:02 p.m. EDT -- Hartford Financial Services Group Inc., Hartford, has hired Joshua King to be vice ...
September 22, 2003
Manulife Posts 529 Plan Estate Tax Savings CalculatorNU Online News Service, Sept. 22, 2003, 5:14 p.m. EDT -- Manulife USA, Boston, has posted an Estate Tax Calculator on its 529 college ...
September 18, 2003
Are 529 Plans The Right Option For Your Boomer Clients?Are 529 Plans The Right Option For Your Boomer Clients?ByProducers and financial advisors who want to increase sales of 529 college savings plans need to ...