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.
Wells Fargo Misses Earnings Estimates, Reports $114M Wealth-Unit Refund
By Hannah LevittNet income retreats 11% to $5.2 billion; bank's average loans in quarter lowest in more than two years.
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
July 06, 2018
5 Ways to Build Wealth While Paying Off Student LoansIt may seem impossible, but with solid planning, graduates can pay off their student loans and save for the future.
June 27, 2018
How Debt Can Affect a RelationshipCouples are unsure whose responsibility it is to pay off that debt, Fidelity reports.
June 27, 2018
7 Financial Tips for College GradsAdvisors can relay these tips from a CFP Board Ambassador and Summit Place Financial Advisors.
June 22, 2018
OMB's Government Reorg Plan Tackles Financial Literacy, CybersecurityThe OMB's plan, which involves merging the Labor and Education departments, has many other far-reaching provisions.
June 20, 2018
Transforming New Child Tax Credit Into Tax-Preferred Education SavingsThe 2017 tax reform legislation expanded the child tax credit so that the credit is no longer limited, as historically has been the case, to lower income taxpayers.
June 19, 2018
House GOP 2019 Budget Takes a Swing at Social Security, MedicareThe budget also invokes parts of the Financial Choice Act.