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As college costs rise, some clients who fear their children taking on early debt make too much to qualify their children for aid, but not enough to pay for school outright.
September 18 -
Advisors discussed how they guide clients through the competing priorities of saving for their own retirements versus their children's college educations.
September 15 -
If you have clients with college-age children earning money from their name, image and likeness, are they responsible enough to handle it and protect it?
June 15
HCVT CPAs -
Section 529 plans, or qualified tuition programs, offer tax-advantaged savings for educational expenses, but advisors say clients should also consider the accounts' limitations.
May 28 -
The tax shield on student loan forgiveness has expired. Here is how advisors can help clients lower their burdens.
January 6 -
Morningstar's study of this growing area of asset management suggests that 529 plan quality is rising, despite the research firm's lackluster grades for it.
December 8 -
A new federal student loan borrowing limit could push more students seeking advanced degrees into costly private debt, according to financial advisors.
July 23 -
As college costs rise, parents are resorting to increasingly costly means to pay for their children's educations. Financial advisors say the loss in retirement savings is rarely recovered.
June 30 -
The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.
February 24 -
The best time to start saving for college expenses is right now.
August 27 -
New research shows 26% of U.S. adults are wedged between two generations of expenses, leaving little room for their own savings.
October 5 -
Decisions about which type of repayment plan to use and whether to file jointly or separately carry important implications for borrowers, experts said.
July 21 -
To pay for their kids' education, many Americans are postponing their golden years — or cracking open their 401(k)s.
July 14 -
From paying for private school to worries about overfunding an account, here's how to help your clients get 529s right.
May 28 -
More than a half dozen financial advisors say that parents should start conversations about higher education with their children in middle school.
May 18 -
Securing higher education for your child while saving for retirement is no mean feat, as an advisor with firsthand experience juggling the two challenges explains.
May 18
Harris & Harris Wealth Management Group -
A new baby costs a lot of money, but advisors say there are essential steps to help couples prepare financially for the life-changing event.
February 7 -
JPMorgan Chase alleges in a lawsuit that the college-planning website Frank provided misleading information before the bank bought it. Experts say there were plenty of red flags from the beginning.
January 27 -
Current parents calculate the cost of having more children, so why shouldn't would-be parents do the same?
October 5 -
Plans sold through brokers cost nearly three times as much as those sold directly; time-stressed parents can find it's worth it.
May 25

























