Results for "college savings"

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Now it's the grandparents who are saving in 529 plans

March 11, 2014

As parents across the country struggle to save up for the soaring costs of college, some may be overlooking a surprisingly lucrative fundraising strategy: guilt-tripping the grandparents. About two-thirds of grandparents whose grandkids plan...

Ranking the top 10 529 plans - Ranking the 10 biggest 529 plans

March 11, 2014

Assets in 529 college savings plans are up to $204.5 billion as of the fourth quarter of 2013, according to Strategic Insight. This would represent a 6.9% increase in assets from the third quarter, and a 21.3% increase compared to the fourth...

Nitty-gritty of claiming college tax credits

March 9, 2014

Clients who are paying for college may be eligible to claim the American Opportunity Tax Credit, worth up to $2,500 per child, and with the credit's phaseout now at $180,000 of modified adjusted gross income, more parents are eligible. However,...

Some 529 college savings plan fees likely hit bottom

March 5, 2014

The fees investors pay in their Section 529 college savings plans may have hit bottom in certain states. Over the past decade, states renegotiating the management of their 529 plans have demanded a reduction in administrative and investment...

Regulator pushes for more fee disclosure from 529 college savings plans

February 25, 2014

Federal regulators next year will begin collecting additional data from the underwriters of 529 college savings plans, but the information won't immediately be made public. The Municipal Securities Rulemaking Board will collect the first batch...

How to help minority financial planning students get jobs

February 24, 2014

Advisers can help the financial services industry boost its historically poor ethnic diversity even without making those hires themselves. Minority financial planning students need help polishing their communications skills, according to Luke...

529 college savings plans graduate

December 23, 2013

Like the customers they are designed for, college savings plans are growing up. The largest 529 plans had $193 billion as of Nov. 30, according to new research by Morningstar Inc. for 63 plans that represent 98% of the market. That is up from...

College saving programs make changes as assets continue to rise

December 5, 2013

College savings plans continue to be popular with investors, and sponsors of the nearly 100 different Section 529 plans offered in the U.S. are tweaking fees and other features to attract assets. “Plan managers, being smart and savvy as they...

CFP board navigates rough seas

November 24, 2013

Until this year, the Certified Financial Planner Board of Standards Inc. had lived a fairly quiet existence, granting the financial planning designation and upholding related education and ethics requirements for nearly 69,000 mark holders....

A new way to benchmark Section 529 plans

October 20, 2013

Financial advisers soon will have a new way of evaluating the performance of college savings plans by comparing them with indexes that Morningstar Inc. plans to introduce in late December. The 21 indexes will track conservative, moderate and...

Morningstar to launch indexes to track college savings plans

October 16, 2013

Financial advisers soon will have a new way of evaluating the performance of college savings plans by comparing them to new indexes that Morningstar Inc. plans to introduce in late December. The 21 indexes will track conservative, moderate and...

Four keys to choosing a 529 plan portfolio

September 15, 2013

Choosing a Section 529 college savings plan without examining its investments is like buying a car without looking under the hood or taking a test drive. Yet many financial advisers and investors look no further than the federal income, estate...

Wake up and seize the opportunity

September 1, 2013

It amazes me that the financial planning profession puts so little emphasis on understanding and delivering advice centered on saving and paying for college. With the cost of attending a local state university at more than $100,000 for four...

Florida advisers sue CFP Board

August 30, 2013

A Florida adviser and his wife, both certified financial planners, are suing the Certified Financial Planner Board of Standards Inc. over a disciplinary case the board brought against them for using the term “fee-only” to describe their...

Corporate 529 plans may be revenue source

August 25, 2013

Financial advisers with some expertise in college planning may want to consider helping companies set up Section 529 college savings plans for their employees. Companies can create an employee benefit program for their workers that automatically...

Seeking help for college

August 25, 2013

More American families are asking financial advisers for help saving for college, and nearly all those families have accumulated much more toward their goal than the typical family, according to a Fidelity Investments survey. About 89% of those...

More Americans rely on advisers when forming college savings plans

August 21, 2013

More American families are asking advisers for help saving for college, and nearly all of those families have accumulated much more toward their goal than the typical family, according to a Fidelity Investments survey released today. About 89%...

Corporate 529 plans could be new revenue source

August 20, 2013

Financial advisers with some expertise in college planning may want to consider helping companies set up Section 529 plans for their employees. Companies can create an employee benefit program for their workers that automatically deposits funds...

Plan for college at each stage of a child's life

August 14, 2013

College planning is not just a “set it and forget it” event. Especially as children age, parents and their advisers need to stay on top of how much has been saved per student and figure out exactly where each dollar will come from to cover...

CFP Board extends reach with massive online course

August 14, 2013

A new online course being developed by the organization that grants the certified financial planner credential could expose tens of thousands of students to the field and possibly ignite their interest in the profession. The Certified Financial...

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