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 Steps to a Goals-Based Financial Plan
By Ken CellaI learned a hard lesson when a client fired me: We're not here to sell products.
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.
January 02, 2020
10 Best Foreign Countries for Retirement: 2020International Living ranked the countries based on costs, quality-of-life data and their staff's experiences.
December 30, 2019
How RIAs Can Keep Growing in 2020TD Ameritrade's Kate Healy tells ThinkAdvisor how RIAs should rethink recruiting and related business strategies.
December 30, 2019
100 Families' Secrets to Staying Wealthy for 100 YearsDennis Jaffe tells ThinkAdvisor about his research on how 100 ultra-wealthy families stayed that way beyond three generations.