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.
Former FDIC Chair Bair Has a Plan to Reduce Student Debt
By Bernice NapachNow president of Washington College, Bair likens the student loan crisis to the home mortgage crisis she dealt with in the past.
November 21, 2016
Graduate Students Receptive to Financial Advice, Despite Debt Load: StudyGraduate students are most receptive to investing, retirement techniques, which bodes well for university education programs.
November 15, 2016
Should Students Be Financially Literate Before They Take on College Debt?Financial literacy courses could help student borrowers avoid delinquency or default, according to the director of GW's financial literacy center.
November 14, 2016
Mnuchin Said to Be Top Treasury Pick Among Trump AdvisersKey transition members said to suggest ex-Goldman partner; president-elect seen making an announcement later this week.
November 11, 2016
How the Military Creates Successful Financial AdvisorsFour veterans who are now working in financial services share how the military prepared them for success in the civilian world.
November 10, 2016
Forget the Elevator Speech: 5 Steps to Telling Your StoryThe key to your marketing story, says Megan Carpenter of FiComm, is what happens after you tell it to prospects.
November 02, 2016
16 Best & Worst 529 College Savings Plans of 2016: MorningstarOf the 63 plans Morningstar rates, almost half have a neutral rating and all three plans with a negative rating are sold by advisors.
November 02, 2016
CFP Board, ‘Rock the Street’ Launch Career Program for High School GirlsProgram is designed to raise awareness of financial planning as a career.