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.
17 Best 529 College Savings Plans: Morningstar
By Michael S. FischerThe overall quality of these tax-friendly college savings vehicles is rising, analysts find.
September 25, 2023
15 Business Schools Whose Grads Earn the MostEleven of these schools produce business graduates with median mid-career salaries in the six figures, PayScale reports.
September 08, 2023
This Is the Biggest Retirement Challenge for Americans in Their 40s and 50sCaregiving responsibilities and the daily financial obligations of Americans in this age group are raising concerns.
August 25, 2023
The Best Colleges in 15 Categories: The Princeton ReviewBoth big and small colleges can be found at the top of these categories.
August 18, 2023
Americans Fed Up With College Costs, Student Loan Debt: SurveyOnly 3 in 10 respondents to a Bankrate survey said student borrowers should pay back their entire balance.
August 10, 2023
Advisors Can Help Clients Invest for Their Kids Through New Wealthtender, UNest PartnershipThe UNest FinPro program offers advisors access to a dedicated service team, educational webinars and more.
August 07, 2023
Don't Overlook Roth IRAs for Children and GrandchildrenRoth IRAs are particularly attractive for younger savers because of the potential for significant tax-free growth.
July 31, 2023
FPA Joins New Coalition to Back 529 Plan BillThe Tomorrow's Workforce Coalition is championing legislation that allows 529 plan funds to be used to cover the costs of maintaining professional credentials.