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College planning

Displaying 24 results

Topic
  • News
  • March 18, 2024

Is a college education still a sound investment?

Study considered the average annual return on a degree versus a high school diploma.

Topic
  • News
  • November 28, 2023

How having kids can make clients richer

Raising children is fulfilling in its own right, but it can also lead to improved financial behaviors.

Topic
  • News
  • October 31, 2023

How 401(k)s, 529s factor into the new FAFSA

The forthcoming application for Federal Student Aid will have some big changes that will help some families and hurt others.

Topic
  • News
  • September 23, 2021

JPMorgan buys college financial-planning platform Frank

The platform offers a streamlined financial aid application process as well as online courses. The bank said the acquisition will help it build relationships with college students.

Topic

Mobile apps teach college students to tackle spending habits — and debt

With students facing significant debt when they graduate, financial service providers can use technology to create a sense of empowerment around financial management for young adults.

Topic
  • News
  • December 7, 2020

‘Stretching’ those education dollars

Parents shouldn’t be put off by the price tag for top tier schools because some are also the most generous in offering financial aid

Topic

How advisers are helping clients rethink their kids’ college experience

Even high-net-worth families are questioning their return on investment as campus life is roiled by COVID-19

Topic
  • News
  • October 27, 2020

Illinois, Michigan and Utah top Morningstar’s 529 plan ratings

Its revamped methodology takes into account four criteria

Topic
  • News
  • September 22, 2020

Parents still saving for college despite pandemic: Fidelity

The survey found families are only on track to cover 33% of their savings goals

Topic
  • News
  • July 30, 2020

Student loans get cheaper, but college is a big question amid COVID-19

Interest rates are down, and many schools are reducing tuition, but college will look very different this fall

Topic
  • News
  • June 26, 2020

Hightower estimates up to $1.2 million overcharge of college savings plan clients

Finra launched its investigation into 529 sales in 2019

Topic

ESG gaining ground in 529 programs

More than a dozen college-savings plans now include at least one investment option following environment, social and governance criteria

Topic
  • News
  • April 8, 2020

COVID-19 hits college savings plans

Age-based portfolios have improved in design over the past several years, but some investors have been hit harder than others

Topic

College costs can sink parents, too

Student debt is often associated with young people taking out loans and putting off rites of passage after graduation to repay them. But mom and dad often sacrifice more.

Topic

New ways to pay for college

Experts respond to real-life scenarios of people struggling to afford higher education.

Topic
  • News
  • September 9, 2017

By the numbers: Section 529 college savings plans

Plans with the most assets, top adviser-sold and direct-sold plans, and top plans based on three-year performance

Topic

How much you need to earn to comfortably afford both college and life

Tuition versus cost of living in the U.S., state by scary state.

Topic
  • News
  • September 26, 2016

College financial aid process begins Saturday

Remind clients that FAFSAs for the 2017-18 school year are out three months earlier this year, and now allow reporting prior-prior year income data, or 2015.

Topic
  • Data
  • September 11, 2016

2016 section 529 college savings plans

Top-ranked college savings plans, based on assets and performance.

Topic
  • News
  • August 25, 2016

Americans vote ‘yes’ to free college, ‘no’ to taxes to pay for it

While 62% said they support debt-free university tuition in a recent poll, 48% said they would not be willing to pay more in federal taxes to fund free college.