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.
Consumers Expect Big Increases in College and Health Care Costs
By Bernice NapachBoth are expected to increase at roughly three times the median inflation rate over the next 12 months.
May 09, 2019
10 Barriers to Retirement PreparednessPlan sponsors and retirement advisors are likely aware of at least some of these—with the former perhaps being responsible for some.
May 07, 2019
Sen. Warren to Federal Student Aid Chief: What's Your Plan?Warren wants the new department head to lay out his plans to fix lax oversight of loan servicers and more.
May 03, 2019
Why College Is Worth It: New York Fed DataNew York Fed data shows new college grads earn much more and are unemployed less than high school grads.
May 02, 2019
How to Talk With Young People Without Sounding Like a DinosaurSome conversation topics cross the generation gap better than others.
April 30, 2019
How College Grads Can Change Parental Insurance RiskTransitions come with a child moving from school to work life. Parents need to be on top of how this will affect them, their insurance, and their graduate.
April 26, 2019
How To Confront Your Retired Client's Student Loan Debt BurdenHere's one idea for dealing with part of a $1.4 trillion crisis.
April 23, 2019
SoFi Is Said to Be Closing New $500 Million Funding RoundThe funding is said to come from the Qatar Investment Authority, the state-owned holding company from that Mideast country.