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.
David Harris
By Staff WriterLegacy Solutions 355 Gemma Circle Santa Rosa, California 95404-2733 707-539-0241 www.legacysolutions.net [email protected] Year firm began: 1997 Number of consultants in office: 1 Number of clients: Usually 3-4 clients at any given time; has...
June 01, 2003
Step by StepIf you're wondering how to attract and hire young graduates of a university's financial planning program, Don Schreiber offers the following tips: o Know what you...
May 15, 2003
Rating Agency Lowers Hartford Debt RatingsNU Online News Service, May 15, 2003, 4:41 p.m. EDT -- Moody's Investors Service, New York, has gone ahead with a previously announced move ...
May 11, 2003
529 College Savings Plan Assets Increased To $20 Billion Last Year529 College Savings Plan Assets Increased To $20 Billion Last YearAssets at 529 college savings plans grew 119% in 2002, to $20 billion, according to ...
April 25, 2003
GAO: Mortgage Debt Weighs Down GenX HouseholdsNU Online News Service, April 25, 2003, 5:59 p.m. EDT -- Mortgage debt could hurt the efforts of many members of Generation X to ...
April 07, 2003
Seligman Taps MetLife To Distribute N.C. 529 PlanNU Online News Service, April 7, 2003, 4:52 p.m. EDT -- MetLife Inc., New York, has agreed to help Seligman Advisors Inc., New York, ...
April 02, 2003
Oxford Plans To Borrow $450 MillionNU Online News Service, April 2, 2003, 10:38 a.m. EST -- Oxford Health Plans Inc., Trumbull, Conn., says it hopes to borrow $450 million ...
April 01, 2003
About the ManagerAnton V. Schutz is president and founder of Mendon Capital Advisors Corp. in Rochester, New York, and manager of Burnham FInancial Services Fund. Mr. Schutz...