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.
Investor Optimism on Economy, Stock Market Grows in Q1: E-Trade
By Jeff BermanE-Trade takes a look at investor behavior, focusing on how parents make money decisions.
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.
February 04, 2020
MassMutual Expands Student Loan Refinance ProgramThe program is now available to 2.6 million employees who have access to the firm's retirement plans.
February 04, 2020
How to Avoid the Secure Act's Long-Term Tax TrapsOne potential trap: Later RMDs may lead to a bigger lifetime tax bill.
February 03, 2020
10 TED Talks Advisors Recommend: 2020We asked some financial service leaders for their favorite TED Talks last year. Here's a selection for your viewing or listening pleasure.