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.
What's Hurting the Financial Security of Older Americans?
By Ginger SzalaCenter for Retirement Research looks at why today's retirees are less financially resilient to shocks like a major health event or spouse's death.
December 03, 2020
FMG Suite Buys Advisor Marketer Twenty Over Ten: Tech RoundupAlso, Orion recruited an ex-Ascensus exec to further its expansion into the 529 plan sector.
November 09, 2020
8 Worst 529 College Savings Plans of 2020These plans have big flaws, like high fees or a subpar asset allocation approach, according to Morningstar.
November 05, 2020
IRS: Self-Supporting College Students Can Claim Stimulus ChecksNov. 21 is the deadline to receive payments this year.
November 05, 2020
Judge Orders Feds to Reveal All PPP Loan RecipientsThe judge found that legal exceptions for confidential information did not apply to what he called a "colossal outlay of taxpayer funds."
November 05, 2020
20 Best-Paying Jobs for College Business Majors: 2020Yes, financial advisor is on this list.
November 04, 2020
Is PPP Loan Insurance Right for Your Small-Business Client?A new class of PPP loan insurance could help small-business owners mitigate their potential exposure down the line.
November 02, 2020
Ivy Endowments Underperform for Second Consecutive YearBrown stands out as the exception, beating a 60–40 portfolio of U.S. domestic stocks and bonds.