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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.
July 1 -
This $1.5 trillion dilemma doesn’t discriminate.
January 23 -
"Retiring just before a stock market peak could be ruinous to your financial health but it doesn’t have to be,” says an expert.
November 15 -
They’ve been waiting for things to get better — but they haven't.
November 1 -
Even though the program was created by a large multinational corporation, companies of all sizes could utilize this approach.
September 10 -
These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.
August 28 -
Stepping in after co-founder Mike Cagney's resignation, Twitter's Anthony Noto needs to overhaul the firm's corporate culture, lay the groundwork for an IPO and determine whether to renew SoFi's pursuit of a bank charter.
January 24 -
Fifth Third Bank tweaks microinvesting premise with software that rounds up debit card purchases to help pay back educational loans.
September 5 -
"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.
May 17 -
Assets in college savings plans named for an obscure section of the tax code hit a record this summer, totaling $266.2 billion, up 5.1% year-over-year.
September 30




























