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.
Best & Worst 529 College Savings Plans of 2019: Morningstar
By Ginger SzalaMorningstar provides its latest ranking of 529 college plans, and they aren't grading on a curve.
October 08, 2019
Fidelity Cuts Fees on 529 Plans and Launches Some New OnesThe eight new blended portfolios include active and passive investments.
October 07, 2019
It's FAFSA Filing Time AgainHelpful info for your clients: Students who file the FAFSA early tend to get more financial aid, according to Savingforcollege.com.
October 07, 2019
Gary Shilling: Time to Start Shorting the S&P 500Shilling suggests a small short position in the S&P 500, long positions in U.S. Treasuries and heavy cash holdings.
October 02, 2019
Envestnet MoneyGuide Adds Riskalyze, College Planning to MyBlocksThe Kickoff block will help high-school aged children of clients prepare to pay for higher education.
September 23, 2019
TIAA Names Former Treasury Official as Chief Compliance OfficerDavid Nason, also a former GE Capital exec, fllls the newly created chief risk and compliance officer position.
September 23, 2019
Top 5 Reasons Clients Turn to a Financial Advisor: MerrillA basic primer on discussing some of clients' biggest life transitions.
September 23, 2019
How Employers Are Addressing the Student Debt ExplosionA growing number of companies are helping borrowers repay their student loans.