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.
How Collateralized Loans Can Help Clients Satisfy Short-Term Capital Needs
By Bryan LoewA long-term financial plan doesn't have to get derailed when life presents emergency capital needs.
July 24, 2018
New GOP Tax Plan Adds Savings Accounts, Expands 529sThe Tax Foundation applauded the framework's inclusion of Universal Savings Accounts, but Greg Valliere sees a tough sell in the Senate.
July 19, 2018
16 States Blast DeVos Over Third Delay of For-Profit College RulesThe delay of disclosure requirements is "an abrogation of the department's responsibility to protect students and taxpayers," the AGs write.
July 16, 2018
Parents Owe More in Student Loans Than Their KidsA new report from Savingforcollege.com shows that as students max out on their college loans, their parents are picking up the slack.
July 13, 2018
Wells Fargo Misses Earnings Estimates, Reports $114M Wealth-Unit RefundNet income retreats 11% to $5.2 billion; bank's average loans in quarter lowest in more than two years.
July 10, 2018
CLOs Have Hit a Peak When Mom and Pop Show UpLife insurers have bought some. Questions about complexity linger.
July 09, 2018
Kentucky to Allow 529 Plan Savers to Use Funds for K-12 TuitionThe new U.S. tax law expanded the use of 529 plan funds.
July 06, 2018
They're Off! Competition for Student Financial Planners Is UnderwayACP says submissions are due Sept. 16, and winner will be announced Oct. 8