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.
DOE Fix for Student Loan Forgiveness Program Is Massive Failure
By Bernice NapachA GAO report found that the Temporary Expanded Public Service Loan Forgiveness program rejected 99% of applications.
August 28, 2019
Pro Athletes Going Broke? Not on Frank Zecca's WatchManaging more than $500 million in assets for about 250 clients, OFS Wealth helps players manage their riches.
August 27, 2019
XY Planning Network Announces Fintech FinalistsMichael Kitces, cofounder of XYPN and Bill Winterberg of FPPad will be part of panel reviewing the six finalists' offerings at the September conference.
August 27, 2019
Ways Cyberfraud Can Jeopardize Your Clients' PlansSomething as simple as using an unsecure network could derail retirement financial plans. Here's how to avoid that.
August 26, 2019
Goldman Sachs Plans Six Bond ETFs: Portfolio ProductsAlso, 280 CapMarkets introduces new features for its BondNav price discovery and trading platform.
August 16, 2019
More Colleges Are Cutting Tuition, but Benefits Are LimitedAccording to Savingforcollege.com, most of the tuition cutters are nonselective schools that accept 40% of more of applicants.
August 15, 2019
Web Broker Makes Stressed-Out Patients Its CauseGetInsured is making friends by contributing to a charity that cancels patients' medical debt.
August 14, 2019
Household Debt Sets New Record: New York FedThe share of student loan debt that is "severely derogatory" has "grown stunningly," New York Fed analysts say.