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.
As banks spurn risk, insurers emerge as financial supermarkets
By Sonali BasakInsurers are branching out into home mortgages, small-business lending, car loans, renewable-energy financing and student debt.
July 26, 2016
A Local Solution to ‘Generate Enthusiasm’Mark Tibergien writes this month that financial services professionals lack a venue to showcase what we do and to generate enthusiasm for our world.
July 26, 2016
Your Clients Are Less Financially Literate Than You ThinkLack of financial literacy is quite pervasive across all income ranges, says Sarah Newcomb of Morningstar.
July 26, 2016
How to Handle Client Setbacks: Advice From 6 Industry GurusAnyone in the planning business knows the humbling adage, Man proposes, but God disposes. Or more colloquially, Stuff happens.
July 22, 2016
CFP Board Adds Northwestern Mutual as Sponsor for Center for Financial PlanningMarilyn Mohrman-Gillis welcomes support to help develop "a more diverse and sustainable pipeline" of planners and an "academic home" for the profession.
July 21, 2016
Wells Fargo Teams With Amazon to Offer Discounted Student LoansThe partnership will cut rates for loans by 0.5% if students sign up for the Amazon Prime membership program.
July 20, 2016
Lending to Poor People Didn't Cause the Financial CrisisTwo Trump advisors lay the blame for the credit crisis and Great Recession on the Community Reinvestment Act of 1977. The reality is different.
July 15, 2016
Tweaks to Reverse Mortgage Rules Could Reduce Defaults: Boston CollegeHUD changes implemented in 2013 and 2015 could trim default rates on reverse mortgages, a Boston College study found.