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.
The Most Googled Financial Questions, by State
By Michael S. FischerHere's what Americans really want to know about their money, according to an analysis by Liberty Bank.
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.
July 26, 2018
Education Department Wants to Limit Debt Relief for Defrauded StudentsThe departments proposal would require, among other things, that students prove institutions intended to defraud borrowers.
July 25, 2018
US Personal Loans Surge to a Record HighTransUnion reports that personal loans rose about 18% in Q1 and are now the fastest growing U.S. consumer-lending category.
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.