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.
7 Financial Services Jobs for Non-Quants and Non-Techies
By Michael S. FischerThese jobs do not require quantitative analysis or coding skills.
August 03, 2018
5 Best & Worst Graduate Degrees for Student Loan BurdenCredible.com analyzed loan and salary data from 91,000 borrowers seeking refinancing to see how much of their paychecks were eaten up by debt payments.
August 02, 2018
529 Plans vs. Roth IRAs: Which Is Better for College Savings?Mark Kantrowitz, publisher of Savingforcollege.com, explains the differences, but in most cases the winner is clear.
August 01, 2018
The Most Googled Financial Questions, by StateHere's what Americans really want to know about their money, according to an analysis by Liberty Bank.
August 01, 2018
Wells Fargo to Pay $2.09 Billion to End U.S. Mortgage ProbeInvestors suffered billions of dollars in losses on securities that contained the debts.
July 30, 2018
How to Rein In a Client Who Strikes It RichAdvisors have to be the reality check when a client comes into a windfall, but what's the best method to be heard?
July 30, 2018
IRS, Treasury to Issue 529 Plan RegsThe regulations will reflect tax law changes affecting 529 plans as they relate to tuition refunds, K-12 education and rollovers to an ABLE account.
July 27, 2018
How Collateralized Loans Can Help Clients Satisfy Short-Term Capital NeedsA long-term financial plan doesn't have to get derailed when life presents emergency capital needs.