Income Planning
Learn what experts and top advisors say about the best ways to work with clients to determine and build successful retirement income plans.
New FAFSA Rules Create New College Financial Aid Strategies
By Bernice NapachStudent loan rates are lower and FAFSA rules have changed, which creates new opportunities to maximize financial aid.
July 11, 2016
Net Unrealized Appreciation Could Yield a Pleasant Tax SurpriseFor some employees holding company stock who leave their job, there's an alternative to rolling their 401(k) into an IRA.
July 11, 2016
Mix Roth, Traditional 401(k)s for Better OutcomesEver since Congress created Roth accounts, savers have faced this quandary: Roth or traditional?
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 08, 2016
401(k) Fees Attracting More Attention — From LawyersHeres a term you really dont want used to describe your 401(k): One of the most expensive plans in America.
July 08, 2016
Millennials and Attorneys Make the Same 4 Financial MistakesMany successful people cannot dedicate the time required to handle finances well, but these four mistakes are easily avoidable.
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 07, 2016
DOL Clarifies Fiduciary Rule for Insurance CompaniesThe DOL has issued "technical corrections" to the fiduciary rule related to BICE; meanwhile, the House introduced a funding bill that would kill the rule.