College planning

Why these are more inviting under the new tax law.

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.

These planners, who have been honored with the Pro Bono Award, model ways advisors can help people in need.

We have multiple goals in life and should be able to handle short-term debts and long-term goals without sacrificing one for the other, says an expert.

This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.

Average Americans aged 56 to 61 have only saved $163,577 in their 401(k)s, according to the Economic Policy Institute.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

The added savings could be used to pay off student loans as well as increase mortgage payments and retirement plan contributions.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

A survey found that 27% of parents who cosigned for their children's college education end up paying off the debt with their retirement savings.