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 Funding College With Roth IRAs Makes Sense: Levine, Slott
By John ManganaroWhile 529 accounts are tailor-made for educational expenses, they aren't always optimal, the retirement experts say.
November 04, 2025
Why Older Americans Are So Much Richer Than Younger OnesA new paper explores three drivers of the generational wealth gap, which has exploded in the past four decades.
November 03, 2025
8 Ivy League Schools’ Endowment Investment Returns, Ranked: 2025Each institution's performance improved year over year, some by several percentage points, and all boosted AUM.
October 28, 2025
Should Your Clients' Kids and Grandkids Go to College?Succeeding in college requires setting the right goals — if it's the right path in the first place.
October 17, 2025
Are Trump Accounts a Good Choice for College Savings?For many families, the new account may be better seen as a supplement to more traditional vehicles.
October 06, 2025
8 Planning Questions to Ask New ClientsHere's how Wealthspire's Kevin Brady systematically assesses his affluent professional clients' financial needs.
September 25, 2025
Retirement Savers Lack Confidence Over Investments: SurveyOffering held-away account services benefits both advisors and their clients, Pontera says.
September 22, 2025
6 Early-Career Financial Skills That Boost Retirement ReadinessYoung professionals, even in finance, can have blind spots in key areas of basic money management.