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.
Career Swap: Why 7 Advisors Left These 7 Professions
By Bernice NapachThere are many more career changers than undergraduates enrolled in CFP programs, says Joseph Maugeri of the CFP Board.
March 15, 2016
4 Tax-Efficient Ways to Pay for College, Pt. 1: Direct Pay and Custodial AccountsThe high price of college requires careful planning to do so for a child or grandchild in the most tax-efficient way.
March 11, 2016
Stop bashing Wall Street. Times have changed.Financial firms are doing more to help consumers, business and industry in America than they have in decades.
March 10, 2016
El-Erian: Uncontrolled Volatility Ahead as Central Banks WitherMohamed El-Erian sees a dysfunctional global economy where central banks, other than the Fed, are becoming less effective.
March 10, 2016
Using Irrevocable Trusts to Pay for College: One Important CaveatUsing an irrevocable trust to pay for a child or grandchild’s education has many benefits. However, there is one important caveat.To accomplish the…
March 01, 2016
Memories & MotionThe markets are messy, and the Federal Reserve is reconsidering its plans to raise interest rates on a consistent basis in 2016. “Where can I put…
March 01, 2016
Crowdfunding and Peer Lending: Time to Swim With the Sharks?Clients are showing interest in nontraditional funding techniques; advisors can help them understand the risks and benefits.
February 24, 2016
Debt of Older Americans Surges: New York FedDebt among older Americans more than doubled between 2003 and 2015, even as it shrunk among younger people, a New York Fed report shows.