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.
Fidelity Cuts Fees on 529 Plans and Launches Some New Ones
By Bernice NapachThe eight new blended portfolios include active and passive investments.
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.
September 18, 2019
Americans' Debt Declining, but Still Concerning: Northwestern MutualMany believe they'll be in debt forever, the firm's new report says.
September 11, 2019
Millennials Get Creative to Afford Their First HomeHere's how buyers across generations saved for their first down payment, according to Bankrate.
September 05, 2019
The 529 Plan v. Retirement Account SmackdownIs it a good idea to use a retirement plan to pay for kids' education? Sometimes. Is it ethical? Of course it is!