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.
3 Stimulus Bill Provisions Advisors Should Act On Now: Jeff Levine
By Jeff BermanThe CPA and planner discussed how to help clients avoid stimulus-check snags, plus other action steps advisors can take.
March 25, 2020
The American College Names Head of New Women's CenterHilary Fiorella will lead the effort to advance women in financial services through research, education and awareness.
March 23, 2020
3 in 5 Americans Hit Financially by Coronavirus: SurveyIn a LendingTree survey, 35% of respondents said their work hours had been reduced or eliminated.
March 23, 2020
AllianzGI Joins Oranj's Model Marketplace: Portfolio ProductsAlso, Wave Financial Group teams with Wilderness Trail Distillery for Kentucky Whiskey fund.
March 20, 2020
How to Take Advantage of Stock Market VolatilityWhile you shouldn't try to time the market, dislocations can bring forth company-level buying opportunities.
March 20, 2020
28 Great Stocks Selling at Great Prices: MorningstarThese companies have competent management and solid competitive advantages, according to the research firm.
March 20, 2020
Trump Extends Tax Filing Deadline; GOP Bill Eases Retirement Plan WithdrawalsThe bill waives penalties on early withdrawals up to $100,000 for coronavirus-related issues.
March 19, 2020
Schwab Hits Bumps With Remote Work PlansThe firm says some "critical functions" will still need to be done on site, as it gives employees $1,000 "spot bonus."