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.
4 Common Questions About Reverse Mortgages
By Robert Bloink | William H. ByrnesThese questions are most frequently asked by advisors and some clients about the basic rules of reverse mortgages.
November 06, 2019
Merrill, Raymond James to Return $12M in Excess 529 Plan FeesThese matters concern issues that pre-date FINRA's 529 Plan Share Class Initiative, announced earlier this year.
November 01, 2019
Student Loan Help Tax Breaks and Other Employer DreamsWhen Prudential held a benefits trends media briefing in New York, a non-insurance topic was the star.
October 31, 2019
How an Advisor With Dyslexia Uses His Strengths to Help ClientsDaren Blonski tells ThinkAdvisor how he has learned to "work outside the system."
October 30, 2019
Boomers, Gen Xers Carry Bigger Student Debt Loads Than Milliennials: FidelityWorkers in the private health care and social assistance industries had the most debt, Fidelity found.
October 29, 2019
How One RIA Is Breaking the MoldInformed by its founder's experience and goals, Envision Wealth Planning provides subscription-based financial plans for all.
October 28, 2019
Who's Doing Better, Who Isn't Ahead of 2020 ElectionAccording to a Bankrate survey, economic experts think most Americans should be better off financially now than in 2017, but most aren't.
October 28, 2019
Morningstar Teams With Millennium Trust on Mutual Funds: Portfolio ProductsAlso, TD Ameritrade adds ESG options to its 529 College Savings Plan.