Wealth Planning

College Planning

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Here's what you should consider when creating a custom college plan for your children.

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JPMorgan Fined $250 Million for Asset, Wealth Management Lapse

Nov 25, 2020

FWM, Owner of Forbes Family Trust, Merges with Global Investment Firm

Nov 25, 2020

DOL Sends Fiduciary Proposal To OMB For Final Review

Nov 25, 2020

Wealthies Circle Podcast: Reps Supporting Reps With Peak Brokerage Services

Nov 25, 2020

Twelve Positive Points of Contact to Boost Client Retention

Nov 25, 2020

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Poll: 15 Classic Books on Investing and the Markets

Apr 03, 2020

Fifteen Must-Listen Business Podcasts for Advisors

Aug 14, 2020

FICO Updates and Their Impact on Credit Scores

May 06, 2020

The Top Colleges for Financial Planning

Oct 03, 2019

Highlights

Three Evergreen Steps to Cut College Costs

Nov 17, 2020

Potential price breaks come in many flavors.

Getting Practical Answers to the Most Common College Questions

Oct 09, 2020

A new tool that can help families make smarter and less expensive decisions.

The Impact of COVID-19 on 2021 College Admissions

Sep 14, 2020

When financial aid resources are dwindling, schools start rejecting financial-aid applicants and favor full-pay...

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The Two Estate-Planning Documents Clients Need for College-Bound Kids

Sep 04, 2020

The pandemic has underscored their importance.

California Bill Exempting 529s From Bankruptcy Goes to Governor

Aug 28, 2020

A new California bill would protect college savings in its ScholarShare 529 program from creditors.

Rethinking Paying for College During COVID-19

Aug 27, 2020

A degree is still a good idea, but getting one requires some unconventional planning.

Repaying College Loans in a Pandemic

Aug 11, 2020

While CARES Act relief ends Sept. 30, there are other ways to minimize or even eliminate the college debt burden.

Acorns Targets Baby Investors While UNest Offers UTMAs

Jul 01, 2020

Investing apps aimed at young investors are rolling out custodian accounts for their children formed under the Uniform...

Getting Into Elite Colleges May Just Have Gotten Easier

Jun 29, 2020

Many elite colleges and universities are not requiring the submission of SAT or ACT scores for the 2021–2022 admission season.

Coronavirus Shakes Colleges But 529 Plans Stand Firm

Jun 01, 2020

Tax-advantaged savings vehicles remain a smart choice for most parents, even as higher education is being transformed.

Morgan Stanley's New College Savings Plan Revives 529 Account Debate

May 28, 2020

Nothing divides advisors quite like a college savings account.

COVID-19 and Its Impact on College Admissions

May 18, 2020

The pandemic has wreaked havoc on the higher-ed world.

How to Evaluate the Financial Health of Colleges in the New Era

Apr 08, 2020

Colleges are entering a new era that could be worse than the Great Recession. Advisors can help families of college-bound teens navigate the uncertainty.

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