Results for "college savings"

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Investors rush to safety in gold as Iraq falls

June 13, 2014

Gold shines as Iraq deteriorates. The price of the precious metal is heading toward its first back-to-back weekly gain since April. Investors move toward safe-haven positions Oil prices jump to a nine-month high as Islamist militants try to...

Oil spikes to a three-month high as Iraq's stability crumbles

June 12, 2014

Oil jumps to a three-month high as militants march on toward Bagdad. This can't be good. The insurgency is hitting financial markets and global currencies Hedge funds are taking issue with Obama's student loan plan. The President's latest executive...

Behind the drop in college admission rates

June 1, 2014

When college admissions decisions were finalized this spring, Stanford University, one of the most prestigious universities in the world, admitted a record low percentage of students, a mere 5.9% of its 42,167 applicants. Harvard, Yale, MIT,...

529 plans an easier sell for advisers as equity markets shine

May 29, 2014

Americans continue to invest their college savings dollars through tax-advantaged Section 529 plans, with assets nearing $200 billion at the close of 2013, a 20% boost from the year before, according to Morningstar Inc. Equity market gains,...

Social Security training course covers program nuts and bolts

April 8, 2014

A few weeks ago, I wrote about a promising new Social Security training program for financial advisers and vowed to report back with my thoughts after taking a one-day online course. I was impressed with the scope of material covered during...

Passive investments now available in adviser-sold 529 plans

March 24, 2014

Advisers have a new, cheaper portfolio option for clients who invest in Rhode Island's $7 billion college savings plan. Starting Monday, the adviser-sold Section 529 college savings plan CollegeBoundFund offers an age-based investment that tracks...

CFP Board moves to strengthen academic underpinning of planning profession

March 13, 2014

The Certified Financial Planning Board of Standards Inc. will establish a new doctoral program, launch an academic journal and explore the feasibility of an academic center, the organization said Thursday. The moves are part of the CFP Board’s...

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...

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