Results for "college savings"

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New ways to pay for college

June 23, 2018

Everything was going according to plan, at first. Rosemary was investing in a diversified portfolio and saving for retirement. Over several years her adviser helped her negotiate pay raises, buy a home and pay for her dream wedding. In just...

Funding The Right Investments At The Right Time

April 16, 2018

Planning for the future requires setting goals. Whether it's preparing for college tuition payments for the next four years, saving for a second home in retirement, or something else entirely, every client will have a range of imminent and distant...

10 popular foreign universities for U.S. students

September 8, 2017

These are among the most popular international schools for American students. The prices reflect how much U.S. residents could expect to pay in annual tuition for most undergraduate degree programs, according to each school’s estimate published...

The latest 529 college savings plan data

September 6, 2015

Americans continue to save for steep college costs through tax-advantaged Section 529 savings plans. Virginia's CollegeAmerica plan, an adviser-sold program managed by merican Funds, remains the nation's largest with nearly $50 billion in assets....

Biggest factors impacting what clients pay for college

August 14, 2015

It is not just the sticker price of a college that determines what the overall cost will be for a client's child. Merit and need-based financial aid can lower the cost, but interest on loans and the ever present Tax Man can drive the cost up...

Why clients might benefit by sending their children overseas for college

September 9, 2017

After creating a spreadsheet to compare how much it would cost to send their oldest child to college at each of the five schools she was considering, Kim and Chris Andersen were shocked to find that the school 3,600 miles away was the cheapest....

The season of giving is the perfect time for 529 college savings plans

December 2, 2014

What better holiday present to offer future generations than the gift of higher education? With the holidays approaching, and as financial advisers begin working on end-of-year planning with their clients, now is the absolute best time for them...

The latest 529 plan data

November 9, 2014

Rank State Program Name Program Manager Assets (in $M) 1 VA CollegeAmerica American Funds $47,551 2 NY New York's College Savings Program (Direct) Ascensus College Savings $16,012 3 NV The Vanguard 529 Savings Plan Ascensus College Savings $10,418...

Help your clients avoid disastrous mistakes when filling in college funding gaps

August 11, 2017

For parents sending their kids to college this year, the numbers are staggering: The average out-of-state tuition for a four-year public institution is nearly $25,000, according to the College Board. After factoring in other expenses, including...

Top broker-sold 529 plans - 12. Connecticut

July 16, 2013

Plan Connecticut Higher Education Trust Advisor College Savings Plan Percentile 76.63 (Source: Savingforcollege.com) (Broker sold plans. Includes sales charges. Lower percentile rating = higher score. Rankings derived using the plans relevant...

States with the worst-performing 529s - 10. Kansas

July 8, 2013

Plan Learning Quest 529 Education Savings Program (Direct-sold) Percentile* 62.57 (Source: Savingforcollege.com) (* One-year performance. Ranking base on comparison of the reported investment performance of a subset of portfolios from each 529...

States with the best-performing 529s - 12. Alaska

July 12, 2013

Plan T. Rowe Price College Savings Plan Percentile* 42.69 (Source: Savingforcollege.com) (* One-year performance. Ranking base on comparison of the reported investment performance of a subset of portfolios from each 529 savings plan. The lower...

7 high-growth jobs — and no degree required - 7. Bookkeeper

July 10, 2013

Projected increase in jobs by 2020 14% Median annual salary $39,022 Projected 2020 salary $47,992 (Source: Salary.com. Projections based on data from Salary.com and the U.S. Bureau of Labor Statistics.)

Best bets for careers in financial services? Check the back office

March 29, 2012

The jobs of the front-office executives or fund managers in financial services may appear to be the most desirable, but the back-office may actually present the best long-term opportunities for people entering the industry. That's the advice...

Investment execs: How to make the most of your first move

March 29, 2012

At the R.I.S.E. Investment Forum here at the University of Dayton today, executives from all corners of the financial services industry addressed an audience of 1,600 college students interested in entering the business. While much of the emphasis...

What advisers think of 529 plans

March 7, 2011

What Advisers Think of 529 Plans

Student loans are getting more expensive

May 11, 2017

The U.S. government is raising prices for new student debt, adding hundreds of dollars to the cost of the typical federal college loan. Beginning in July, interest rates on new government loans are set to rise by 0.69 percentage point, according...

Finra is asking broker-dealers, 'What's in your clients' 529 savings plans?'

March 16, 2017

The Financial Industry Regulatory Authority Inc.'s targeted reviews of 529 college savings plans date back to the mid-2000's, when the regulator began a fact-finding sweep which resulted in a number of large fines for broker-dealers. With continued...

Legislation could improve saving and investment opportunities for disabled Americans and their families

November 23, 2016

When we say that the Financial Services Institute is working to make sure all Americans have access to professional, objective financial advice, we mean all Americans. This commitment is the driving force behind our staunch support for three...

Is your 529 plan one of the six that Morningstar just downgraded?

October 25, 2016

Six college savings plans moved down on Morningstar's annual rankings this year, including West Virginia's adviser-sold plan, which slipped to a negative rating, according to Morningstar's latest report issued on Tuesday. That savings plan has...

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