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.
MassMutual Expands Student Loan Refinance Program
By Bernice NapachThe program is now available to 2.6 million employees who have access to the firm's retirement plans.
January 31, 2020
3 Steps to a Goals-Based Financial PlanI learned a hard lesson when a client fired me: We're not here to sell products.
January 24, 2020
3 Tips for Enticing Next-Gen AdvisorsMost college students have little idea of what a financial advisor actually does all day.
January 23, 2020
FICO Scores Poised to ChangeThe creator of the FICO score is changing its methodology starting this summer.
January 17, 2020
Defrauded Student Loan Borrowers Get Some Relief From the IRSAlso, the House approved a resolution that prevents the DOE from enacting a rule limiting one of its loan forgiveness programs.
January 09, 2020
LPL Recruits Black Advisor Team From Northwestern MutualMeanwhile, RIA Mercer Global Advisors is buying CCP Inc., a Chicago-based group with $140 million in client assets.
January 06, 2020
TD Bank and Nationwide Join Envestnet Credit ExchangeFirst Citizens Bank and SunTrust's LightStream have also been added to the recently launched loan platform.
January 03, 2020
3 Stretch IRA Alternatives for Estate PlanningThe Secure Act puts the kibosh on most IRA stretches. Consider these strategies instead.