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.
9 Questions to Ask Clients Before School Starts
By Bryce SandersBack-to-school season is a great time to get clients talking about college and education-related costs.
July 01, 2024
New Bill Expands 529 Plan Funds to Transportation, ParkingThe Accessible College Campus and Expanded Student Savings Act would make college more affordable, its backers say.
July 01, 2024
15 Best Value Public Colleges: 2024The Princeton Review ranked schools' return on investment based on academics, salaries and other factors.
June 17, 2024
15 Most Expensive Private Colleges: 2024Tuition exceeds $65,000 a year at the 30 most expensive schools that The College Investor identified.
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and BeyondHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.
April 09, 2024
Younger Investors Are Optimistic About Their Finances, But Want HelpA recent poll finds most Gen Zers and millennials are asking for financial advice but not always from advisors.
April 08, 2024
Biden Details Student Loan 'Plan B'Some 25 million borrowers would have their accrued interest fully or partially eliminated.
April 05, 2024
10 Reality Checks for Overly Optimistic ClientsWhat happens when clients think the good times of 2024 are endless? It's up to advisors to pose tough questions and take action.