-
With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.
January 2 -
Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.
December 30 -
With careful planning, they can be among the 72% of U.S. students to get need-based assistance.
November 11 -
There are attractive hedges against rising college tuition costs. But, not every student will benefit.
November 8 -
Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.
October 7 -
Of the six finalists at the fourth annual XY Planning Network fintech competition, half focused on addressing concerns of younger investors.
September 20 -
FINRA Rule 3210 typically requires permission for brokerage accounts.
May 29 -
When financial emergencies compel early withdrawals from clients' retirement accounts, they face income tax and often an additional 10% penalty.
April 29 -
Grandchildren won't be able to have their own accounts until they are earning their own income, but they can be named beneficiaries.
April 8 -
A new FINRA initiative to root out breaches of supervisory rules on 529 plans provoked criticism from the IBD advocacy group.
January 31