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 become a ‘trusted source’ for reporters
By Lynn Brackpool GilesHave you ever read a news story and spotted fellow financial advisors providing their expert advice? How did they become trusted sources?
February 10, 2016
Millennial Planner Finds Success With Millennial ClientsPlanner Kristen Euretig provides millennials with a nuts-and-bolts yet holistic approach to financial planning thats designed to get them firmly on their feet.
February 02, 2016
American students know almost nothing about their college loansA new study suggests that young people with education debt don't know the most basic facts about their loans.
February 02, 2016
Michael Finke Named Dean of The American CollegeMichael Finke of Texas Tech will soon be the dean of the the program that provides education for CFP, ChFC and other advisor designations.
January 29, 2016
CMS hints at CO-OP rescue changesCMS also explains where it thinks holders of CO-OP surplus notes rank in the creditor pecking order.
January 29, 2016
Which College Majors Will Actually Lead to a Job in That Field?The New York Fed compares underemployment 44% on average and unemployment of recent college graduates with various majors.
January 22, 2016
Succeeding as an advisor — at 23Not sure what to do as college graduation approached, Laura Vaughn took a chance on financial advising and discovered a calling.
January 22, 2016
Succeeding as an advisor — at 23Not sure what to do as college graduation approached, Laura Vaughn took a chance on financial advising and discovered a calling.