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.
Advisors' Advice: 8 Major College Savings Mistakes Clients Make
By Ginger SzalaWe asked advisors what planning errors they've seen and what they did to correct them.
February 13, 2020
Investor Optimism on Economy, Stock Market Grows in Q1: E-TradeE-Trade takes a look at investor behavior, focusing on how parents make money decisions.
February 12, 2020
Top 5 Mega-Donors to Charity in 2019These donors each gave away $1 billion or more, according to The Chronicle of Philanthropy.
February 12, 2020
How 2 CFPs Teamed Up to Serve Younger ClientsLazetta Rainey Braxton and Rianka Dorsainvil talk to ThinkAdvisor about forming an online advisory firm for Gen Xers and millennials.
February 11, 2020
How Suze Orman Invests Her WealthOrman tells ThinkAdvisor about her stock picks, lending to gold mines and how she works with her advisor.
February 10, 2020
Trump's Budget Would Raise College Costs for Most BorrowersThe proposal kills subsidized student loans and makes changes to repayment programs.
February 07, 2020
'Kiddie Tax' Redux: Running the Math on the Retroactive Break for 2019The "kiddie tax" change ironically ended up being one of the more complex provisions of the tax reform package.
February 07, 2020
Here's What's Disrupting Americans' Financial Plans MostThe good news: People are better prepared for disruptions now than they were five years ago, TD Ameritrade finds.