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.
5 Tips for Advising the New Sandwich Generation
By David E. CanterThe latest members of this group face unique challenges, like more debt, increasing college costs for their kids and parents who are living longer.
February 06, 2018
Top 20 Colleges Worth the Cost: Princeton ReviewDon't let the steep sticker prices of many of these schools scare you; they offer generous financial aid and good career prospects.
January 29, 2018
Unchartered Investing TerritoryExperts debate the ins and outs of Bitcoin, cryptocurrencies and blockchain in this month's issue of Investment Advisor.
January 29, 2018
Will Marketplace Lending Disrupt Banking?This space is ripe for disruption: Consumer respect for banks has fallen dramatically, and post-crisis regulation has made it difficult to get a loan.
January 26, 2018
Apps Help Save for Children’s Future, a Few Cents at a TimeApps like Acorn and Mylo are popular with young millennials and can help your clients children get an early start on growing their assets.
January 23, 2018
Top 15 Best States for Retirement: 2018WalletHub mined more than a dozen data sources to rank states on affordability, health and quality of life.
January 19, 2018
CFPB Moves to Drop, Delay Cases as Priorities Shift Under MulvaneyThis case should never have been brought in the first place, a lawyer said of a payday lender suit the Bureau is dropping.
January 16, 2018
Top 10 Best Colleges With Low Student Debt: KiplingerSurprisingly, some of the biggest-name colleges in the U.S. made this ranking of schools with low debt levels and high educational quality.