Results for "college savings"

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6 myths about millennials that could harm adviser businesses

October 27, 2018

Financial advisers, like society at large, get an awful lot wrong about millennials — that group of 20- and 30-somethings who are an obsessive focus of generational discussion. To a certain extent, it's not entirely advisers' fault. Seemingly...

America's student loan debt crisis is about to worsen

October 17, 2018

While Wall Street and President Donald J. Trump tout news of a booming stock market and low unemployment, college students may be quick to roll their eyes. The improved economy has yet to result in higher wages for graduates already struggling...

Many young staffers have benefits needs beyond a simple 401(k)

September 1, 2018

Advisers often bemoan the shortage of talent that's preventing a natural growth in their business — if only they could find the right person, and keep them. The trickle of graduates coming out of financial planning schools is one factor, but...

Education Planning: A Look at the Numbers

September 1, 2018

According to the College Board's pricing trends for the 2017–2018 academic year (the latest data available), the cost at both public and private universities is continuing to rise: Public colleges. Tuition and fees at public four-year colleges...

Financial planning software lets advisers tackle student loan repayment

August 8, 2018

The market for financial planning software is already loaded with heavyweights like eMoney Adviser, MoneyGuidePro and Advicent's NaviPlan, but a newcomer is hoping to get a piece of the pie by building new features that can't be found among...

SoFi said to report loss of $200 million in second quarter

August 6, 2018

Writedowns of underperforming loans drove Social Finance Inc. to a second-quarter adjusted loss of about $200 million, according to people familiar with the matter. The student-loan refinancer, which has been trying to transform itself into...

IRS provides guidance on 529 plans

July 30, 2018

The Internal Revenue Service and the Treasury Department provided guidance on regulations to be issued affecting three areas of 529 plans, after legislation liberalized some tax consequences related to the educational savings plans. Two portions...

Student loan rates contribute to increased college burden

July 24, 2018

Rising student loan interest rates will make college degrees even more expensive for Americans who begin taking out new loans starting this month. As of July 1, undergraduate federal Stafford student loan interest rates increased for the second...

How advisers can ride the 'wave of opportunity' of aging clients

July 23, 2018

People are living longer than ever, but how can they live better? That's the question Joseph Coughlin is trying to answer at Massachusetts Institute of Technology's AgeLab, which Mr. Coughlin founded and directs. In his book "The Longevity Economy:...

Variety of tax benefits help offset the cost of college

July 17, 2018

Recent high school graduates may still be basking in the glow of their achievement, but their parents have likely moved on to thoughts of their child's next phase of education. And while they will be excited for their children to take their...

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...

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....

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...

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...

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...

College planning programs in need of financial aid

February 26, 2017

Hit hard by an 18% drop in state funding over the past six years, Kansas State University can't even afford to teach its 65 financial planning students how to use such popular planning programs as MoneyGuidePro or Morningstar Advisor. "We're...

House bill seeks improvements to 529 college savings plans

January 17, 2017

A bipartisan bill has been introduced in the House to make it easier to save money in 529 college savings plans and accounts aimed at helping families with special needs children. HR 529, sponsored by Rep. Lynn Jenkins, R-Kan., and Rep. Ron...

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...

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