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.
How to Handle Client Setbacks: Advice From 6 Industry Gurus
By Olivia Mellan, Sherry ChristieAnyone in the planning business knows the humbling adage, Man proposes, but God disposes. Or more colloquially, Stuff happens.
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.
July 11, 2016
New FAFSA Rules Create New College Financial Aid StrategiesStudent loan rates are lower and FAFSA rules have changed, which creates new opportunities to maximize financial aid.
July 08, 2016
Private Student Loan Delinquency Rates DeclineDelinquency and charge-off rates for private student loans are the lowest since before the 2008 financial crisis, according to new research.
July 07, 2016
4 Areas Advisors Must Improve to Make Financial Planning Their DifferentiatorTen years from now the best advisors wont be talking about portfolio performance but, rather, plan performance. So how do you get there?
July 07, 2016
Student Loan Delinquencies Climb Despite Economic RecoveryStudent loans are the only consumer debt sector where delinquencies are higher now than they were during the financial crisis, according to a new report.
July 05, 2016
Community College Students: New Source of Financial Planners?The American College's Ajamu Loving is looking to expand academic partnerships with community colleges to achieve multiple goals, including cultivating more advisors.