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With careful planning, they can be among the 72% of U.S. students to get need-based assistance.
November 11 -
Advisors will be able to offer “different types of lending,” CEO Walt Bettinger tells planners at the company’s Impact conference.
November 5 -
A once-popular loan used to finance home renovations and college tuition is slowly dying, slashing a lucrative source of revenue for the nation’s largest banks.
October 28 -
The tax basis can change when homeowners compute depreciation, loss or gain for sales purposes.
October 8 -
With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.
October 1 -
Although the average rent in some cities sits well under the thousand-dollar mark, in others, figures above $4,000 are standard.
September 23 -
From Big Sky Country to the peaks of Colorado, here's a look at the metro areas offering owners the most stability and appreciation in home prices over the past 25 years.
July 25 -
Some plan to downsize to an inexpensive town nearby.
July 15 -
Home prices are outpacing wages in about 40% of markets, while 61% were less affordable than the historic average, data shows.
July 15 -
A healthy economy and falling mortgage rates are contributing to a more favorable climate for clients in the market for a new home.
July 8 -
The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.
June 28 -
Early planning for potential tax hikes is key.
June 17 -
While income growth and declining mortgage rates have boosted affordability nationwide, not all markets are experiencing the shift.
June 10 -
They can do research by visiting funeral homes to get a better understanding of cost and burial details.
June 3 -
As the bond market drives yields down because of the economic turmoil, mortgage rates moved in concert.
May 30 -
Households struggling with even modest debt levels may be less resilient than in years past, research shows.
May 30 -
Here's a look at where borrowing clients can save the most over the life of their loans.
May 20 -
The definition of "rich" can depend on where your clients live.
May 15 -
More house for less money: Homebuyers are pouring into regions that offer lower taxes and larger homes.
May 7 -
With flat housing prices and low mortgage rates, now may be an ideal time to buy.
April 15


















