Results for "college savings"

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T. Rowe's Ritter: Add value by helping clients with 3 major issues

September 10, 2015

Stuart Ritter, vice president of T. Rowe Price Investment Services, discusses three critical areas where advisers can step in and offer clients invaluable assistance.

Fears about rising college costs present an opportunity for advisers

September 6, 2015

The burgeoning cost of college isn't just a strain for low and middle-income families. Affluent Americans are wrestling with how to pay for higher education, too. People from all income levels are being forced to take out more loans to pay for...

Robo takes first steps into crowdfunding for college savings accounts

September 1, 2015

FutureAdvisor, the retail robo-adviser that BlackRock Inc. acquired last week, not only manages college savings plans, now they help clients raise assets for the accounts via crowdfunding, too. With FutureGift, investors start a "campaign" with...

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...

Advisers should address these legal issues before clients' kids head to college

August 11, 2015

Even before packing the laptop and the XL twin sheets, parents with kids heading off to college for the first time should make sure they have taken care of a few legal housekeeping issues. Among the documents that families should consider securing...

Help clients kick kids out of the house without feeling guilty

August 7, 2015

Financial advisers can strengthen their relationships with clients by helping them get the millennials in their lives out of their homes. Having an adult child move back home temporarily can be a bonding experience between parent and child....

The tax risks of clients' overfunding their 529 savings plans

July 17, 2015

Here's a typical scenario that happens in my world. A high-earning family walks in the door and wants to begin their retirement and financial planning process. The family is prepared, highly educated and committed to developing and sticking...

How to help clients invest for college without sacrificing retirement

May 28, 2015

One of the keys to successful investing is balance. Balance is also important when it comes to saving for life goals. For families, the question is often whether to save for college or retirement — or how to save for both, often at the same...

Schwab sweetens 529 plans, cutting fees for active and passive portfolios

May 19, 2015

For clients who have college savings on their minds, Charles Schwab & Co. Inc. just got their attention by slashing fees in their 529 plans. In actively managed portfolios, Schwab is lowering its fees by an average 20%. Expense ratios that were...

Saving for college got tougher last year

April 29, 2015

Fewer parents are finding the money to save for their kids' college. And those who are saving are saving less. After a 30% jump in the level of average savings for 2013, the day-to-day cost of living, combined with lower earnings and unexpected...

Senate Finance Committee OKs changes to college savings plans

April 29, 2015

Legislation loosening the rules around Section 529 college savings plans advanced through a key Senate committee Wednesday. The Senate Finance Committee approved a measure that contains three changes that the House of Representatives passed...

Parent PLUS loans and student loan cosigning: Just say no

April 2, 2015

As high school seniors receive their college acceptance letters and financial aid packages, be sure to tell your clients to think twice about co-signing student loans or taking out PLUS loans to finance their children's education. With college...

Interest rate increases: A boon for senior savers and a disaster for variable-rate borrowers

March 6, 2015

Higher interest rates will be a blessing to many retirees looking at CDs and fixed annuities, but that very same prospect is a terrifying one for debtors, particularly those with variable-rate debt. At the end of February, Federal Reserve Chair...

Factors to consider when choosing a 529 college savings plan

March 5, 2015

Certain nuances of Section 529 college savings plans should be considered when looking for an investment plan that will grow enough to pay for the increasing costs of college. Advisers should begin with an analysis of the cost of the plan, including...

Hospital stocks ride a wave of potential insurance subsidies

March 5, 2015

Hospital stocks rallied on word the Supremes would be hearing arguments related to Obamacare subsidies. HCA, THC, CYH The dollar has hit an 11-year high against the euro. 'A continuation in the selling we've seen all week' An easy road map to...

529 benefits go beyond college savings

March 4, 2015

Advisers who help clients recognize the advantages of Section 529 plans — beyond saving for college — stand to gain business benefits. The tax incentives of 529 college savings plans are the most obvious reason to suggest clients with children...

House approves bill easing 529 plan rules

February 26, 2015

Seeming to rebuke President Barack Obama's retracted plan to tax college savings accounts, the Republican-led House of Representatives approved legislation Wednesday that would expand the way people can use money from Section 529 plans. The...

Obama backs off 529 college savings plan proposal

January 28, 2015

President Barack Obama is dropping his proposal to tax the earnings on college savings accounts, responding to criticism of an idea the White House announced 11 days ago. A White House official, speaking on condition of anonymity, said the issue...

The latest CFA test scores send 56% back to square one

January 28, 2015

While some New Yorkers were shoveling out on Tuesday, a lot of Wall Street-wannabees were sweating over the results of the December CFA tests, which showed that only 44% of test takers passed. Cheer up, less than 20% of candidates pass all three...

What Obama's attempt to tax 529 plans says about the safety of Roth IRA assets

January 28, 2015

President Barack Obama's brief attempt to tax 529 college savings plans has inadvertently reminded some financial advisers that government promises can often be temporary, and planning should be approached accordingly. While Mr. Obama dropped...

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