Results for "college savings"

Displaying 356 results

Sort: Date | Relevance

Author:

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...

Prepare clients for the high costs of college

June 14, 2017

Higher education is expensive—frighteningly expensive. For most parents, providing for their children's college education is second only to retirement as their largest investment goal. But even with diligent saving, the first tuition bill...

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...

More than half of the student-loan borrowers regret going into debt: Finra study

November 16, 2016

Call it the big regret. A recent study commissioned by the Financial Industry Regulatory Authority Inc. found that more than half of college-bound students failed to calculate their potential student loan costs before taking out loans and, of...

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...

College financial aid process begins Saturday

September 26, 2016

Financial advisers should remind clients with children attending college or planning to start next fall that federal financial aid forms will be available starting Saturday, three months earlier than past years. In addition to the date change,...

2016 section 529 college savings plans

September 11, 2016

Ranked by assets State Program Manager Assets ($M) VA CollegeAmerica American Funds $51,950.0 NY New York's 529 Program (Direct) Ascensus $19,046.8 NV The Vanguard 529 College Savings Plan Ascensus $13,202.3 NH UNIQUE College Investing Plan...

Tips for last-minute college funding strategies

September 11, 2016

Advising parents who started saving for college a little too late can be heartbreaking. Larry Rosenthal has recommended to clients more than once that they pull the plug on sending their child to the Ivy League school the student worked like...

Families want details on how much to save for college

August 25, 2016

Families want more specific recommendations about how much they need save to cover the cost of college for their children, as most are on track to come up short of their goals by the time their kids head off to school. Only about 29% of families...

What grade does your state's 529 plan get?

August 25, 2016

Your client's child is headed off to school. How well has that 529 done for him the past five years? If he is using a college savings plan in New York, Pennsylvania or Iowa, his funds get an A. If he has chosen South Dakota or West Virginia,...

Financial advisers help clients graduate from student debt

August 7, 2016

Kirsten Buccigrossi graduated in 2010 with $32,000 in student debt spread out over 13 loans. When she tried to lease a car five years later, she discovered the number of loans was hurting her credit score. Ms. Buccigrossi, a sales and marketing...

Amazon and Wells Fargo latest to team up on student loans

July 22, 2016

Amazon.com and Wells Fargo are the latest companies trying to attract retail customers by helping them with one of the nation's most vexing personal finance issues: paying the exorbitant cost of attending college. Wells Fargo Education Financial...

Direct-sold 529 college savings plans grew faster than adviser-sold plans in 2015

May 27, 2016

College savings plan assets grew 4.3% to $227.3 billion as of Dec. 31 from a year earlier, according to a report from Morningstar. Net flows produced all of the asset growth of the 84 U.S. 529 college plans from the previous year's total of...

More Americans today are fuzzy on what 529 college savings plans do

May 17, 2016

The tax-advantaged college savings plans established by Congress 20 years ago are less well-known today than they were a year ago. About 72% of Americans cannot identify a Section 529 savings plan as being for college savings, according to a...

Next Page »

1 | 2 | 3 | 4 | 5 ... 18

Last News

nuveen short term municipal bond fund roth ira calculator vanguard fidelity total market etf american century strategic allocation conservative turbo tax deluxe vs premier diversified capital funding hsa annual contribution limit 2015 last day to contribute to hsa commodities mutual funds vanguard spousal death benefits social security 401k exemptions hud mip fusex stock price artisan global equity cost of turbotax index fund vs etf ira 1099 form american funds capital income builder c ekwcx capital gain distribution vs dividend hewitt siemens 401k what is fica oasdi on my paycheck turbotax state fee fidelity freedom funds review cfp work experience social security disability benefits divorced spouse request w2 from social security ferrari 288 gto 1984 form ssa-1099 social security hlmix