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Inside the Mind of a College Freshman 

Mar 1, 2012

By Lynn O'Shaughnessy

At a college workshop that I conducted recently in San Diego, I asked the dozens of parents in attendance to guess what percentage of high school seniors...

Five Tips For Private Scholarships  

Jan 24, 2012

By Lynn O'Shaughnessy

When families start looking to pay for college, some put their hopes in private scholarships – there are an estimated 1.5 million private scholarships out there, though how many are awarded annually is difficult to track. But only in a handful of cases will these make much of a dent in a tuition bill. If your client insists on seeking them out, here are five things they should know:...

Negotiating through the Maze of College Costs  

Nov 21, 2011

By Liz O’Shaughnessy

Roughly two-thirds of college students borrow money for college. The average college graduate leaves school with about $25,000 worth of debt. Is $25,000 a reasonable amount of student loans? It really depends on where students are turning for money. ...

College Aid Checklist for Grandparents 

May 25, 2011

By Lynn O’Shaughnessy

Seven things grandparents can do to help pay for college without screwing up the financial aid equation...

New School Strategies 

Aug 1, 2006

By Kevin McKinley

Advisors can help clients with college-bound children make the most of changes in two popular savings plans...

Getting Real With Numbers 

Jul 1, 2006

By Kevin McKinley

Simple ways to calculate true savings and investing records for education, retirement, and life insurance...

Will Reform Drive Brokers From 529 Sales? 

Nov 1, 2005

By Lauren Barack

It wasn't tainted research. It wasn't late trading. It wasn't even good for a lot of headlines. But it was another ugly moment for investment advisors...

Today's Lesson: Consolidation 

Nov 1, 2005

By Lauren Barack

For the little commissions they generate, 529 plans have required quite a lot of effort on the part of financial advisors. When the business got started...

Protecting a Client's College Savings 

Aug 1, 2005

By Jen Coates-Conroy

Investments in 529 plans are not as popular as they could be and that's saying something because they are pretty popular right now. They are, in fact,...

Passing Grades for 529s 

Apr 1, 2005

By Kevin McKinley

When qualified college savings accounts burst on the scene in the late 1990s, the initial growth exceeded most expectations. Assets in state-sponsored...

529 Plans in the Crosshairs 

Jan 1, 2005

Will Leitch

To virtually no one's surprise, regulators have begun scrutinizing how 529 plans are peddled. In December, the SEC and NASD sent a letter of inquiry to...

Gunning for College 

Nov 1, 2004

BY ANNE FIELD

College savings plans are getting the hairy eyeball from regulators: It's one of those things that was so easy to predict, it could hardly have surprised...

Running Through the Ribbon 

Sep 1, 2004

By Kevin McKinley

If saving for college were a race, it'd be a marathon, and even those 26-mile races culminate in a hard push for the finish line. So it is that college...

Battling for College Savings 

Aug 1, 2004

By Kevin McKinley

The military genius Sun Tzu said, Every battle is won before it is ever fought. I'm not sure how many kids Sun and the missus sent off to State U., but...

The Future of College Savings 

Jul 1, 2004

By Kevin McKinley

Saving for college is simple if a financial advisor is possessed of a Kreskin-like ability to predict the future of the tax code, financial aid programs...

College Funding Faceoff! 

May 1, 2004

By Michael F. Greco

If personal finance were an orchestra, there would be little doubt what would occupy the first chair in the College Savings section. The 529 savings plan...

Et Tu, 529 Plans 

May 1, 2004

BY ANNE FIELD

Just when you thought the news couldn't possibly get worse, it has. Both the NASD and the SEC have revealed they are separately investigating yet another...

529 Plans: A Taxing Subject 

Oct 1, 2003

By Anne Field

If you're an advocate of states' the 529 college savings plan is the investment choice for you. Started by Congress in 1996 and named after the section...

First National Bank of Mom and Dad 

Dec 1, 2002

By Kevin McKinley

The longer you are in the business of providing financial advice, the more likely you will get this call: A favorite middle-aged client rings you up and...

When That Bundle of Joy Grows Up to Be a Biker Chick 

Nov 1, 2002

By Kevin McKinley

Within 15 minutes of my daughter Ellie's birth, I not only opened an UTMA investment account for her; I also planned out where she would attend college...

Be a 529 Booster and Watch Your Business Grow 

Sep 1, 2002

By Kevin McKinley

In a market pummeled by accounting scandals, tainted research and economic malaise where even mutual funds are fizzling it makes sense to look for something...

A 529? What's That? A majority of retail investors are still unfamiliar with 529 plans 

Aug 22, 2002

By Ross Tucker

According to the results of Alliance Capital's fifth annual College Financial Preparedness Poll, the majority of investors still do not know about or...

The Upromise of Rebate Plans 

Jun 1, 2002

Beth Karlin

Think of Upromise and BabyMint as frequent flyer programs for college. Instead of accumulating miles, however, members ring up contributions toward a...

Morgan Stanley Survey: Most American Families Not Saving For Children's College 

Mar 29, 2002

By Rick Weinberg

More than half of American families who plan to send their children to college have not started saving to pay for it and are unaware of new tax-advantaged...

Worried About Paying for Your Child's College? 

Feb 11, 2002

Registered Rep

New Page 1 WORRIED ABOUT PAYING FOR YOUR CHILD’S COLLEGE? PRIMEDIA’s Registered Rep Tells Financial Advisors All They Need to Know About 529s; The College...

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In This Issue: May 2012

Cover Story

Advisors With HEART

Registered Rep.'s 32nd annual Altruism Awards.


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