College Savings Plans
For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.
Remember, 529 plans aren't the only game in town. Here are some alternative solutions for clients to fund their kids' educations. Read More »
Hillary Clinton has rolled out a plan to make college affordable that her presidential campaign has dubbed the New College Compact, enabling students to pay for higher education without taking out costly student loans. Read More »
Nearing the top 1% of total U.S. households, the Obama family holds roughly $1.25 million in Treasury notes and bills. Read More »
Increased longevity and the fact that those belonging to the Greatest Generation married at a young age are two reasons for the increase in dual-generation retirements; Plus, the reason why parents shouldn't be too generous with their children's college education funds. Read More »
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