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Financial advisors can achieve up to 10.25% annual return, betting on recent college graduates who don’t want to damage their credit.
June 2 -
The robo is adding repayment help and, eventually, 529 savings plans to its service for employers.
February 23 -
A litany of challenges has kept thousands from accessing the promised forgiveness: New rules, deadlines, eligibility.
November 4 -
The deal is part of CEO Jamie Dimon’s pledge to “get faster and be more creative.”
September 21 -
The oldest borrowers hold the fastest-growing piece of the U.S.’s $1.7 trillion student-loan pile.
June 17 -
Stuck at home in quarantine, technology editor Ryan W. Neal finally repaid the graduate-school debts that had hung over his head for a decade.
April 9
Financial Planning -
The firm currently provides benefits to 10,000 employers and their 2 million employees.
October 23 -
A Roth conversion “not only to minimize heirs’ tax burden but also to sustain the growth of [their] retirement savings."
February 13 -
Retirees can reverse their claiming decision, but not without considering one important caveat.
February 10 -
While retirement readiness among Americans has improved in general, Gen Xers are struggling with housing, college and medical costs, a survey finds.
January 31 -
With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.
January 2 -
With pensions gradually disappearing, more retirees will have to rely on 401(k)s.
November 25 -
Medical expenses for retired clients may be more predictable than expected, experts say.
November 21 -
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 -
The wirehouse's investment bank is hoping the tool will give employees the resources they need to be smarter with money.
September 30 -
Of the six finalists at the fourth annual XY Planning Network fintech competition, half focused on addressing concerns of younger investors.
September 20 -
Doing the wrong thing can impact discretionary spending and leave little room for tackling unforeseen challenges in retirement.
September 17 -
Clients who outlive their retirement savings are among those most at risk.
August 16 -
Almost four in 10 borrowers are under the age of 30, according to data from the Federal Reserve Bank of New York.
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