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.
Excess 529 Plan Funds: Putting Them to (Tax-Preferred) Work
By William H. Byrnes, Robert BloinkThe rules governing excess 529 college savings funds are nuanced and surprising, so the devil's in the details when it comes to maintaining their tax-preferred status.
June 22, 2016
30 colleges for the best ROI: 2016When choosing a college, being able to recoup the expense in future earnings is one factor worth considering.
June 22, 2016
30 colleges for the best ROI: 2016When choosing a college, being able to recoup the expense in future earnings is one factor worth considering.
June 15, 2016
30 colleges for the worst ROI: 2016Beware of colleges and universities that leave students with a pile of debt, especially when graduates from other schools tend to earn more.
June 15, 2016
30 colleges for the worst ROI: 2016Beware of colleges and universities that leave students with a pile of debt, especially when graduates from other schools tend to earn more.
June 13, 2016
Credit Card Debt Soars, Pushes Past Pre-Recession Levels: CardHubCardHub is projecting that Americans will end 2016 with roughly $1 trillion in outstanding balances for the first time ever.
June 13, 2016
Puerto Rico Debt Law Nixed by Court, Leaving Congress in ChargeThe U.S. Supreme Court, siding with investors, ruled that Puerto Rico's public utilities cannot restructure their bonds in order to avoid default.
June 13, 2016
3 Rules for Clients to Build a Healthier Relationship With MoneyAs advisors, you can help your clients develop stronger financial thinking by learning these three rules, and helping clients to incorporate them over time.