The True Cost of CollegeJun 23, 2010By Lynn O’Shaughnessy Everyone knows that colleges’ costs are out of control. It used to be that the most expensive colleges in this country cost $30,000 and then $40,000. And now dozens of colleges have blown past the $50,000 mark. None of this is news, but here's what you don't know: It's not true. ... The Right School At The Right PriceJun 1, 2010By Lynn O'Shaughnessy Families With Teenagers Need More Than Simple 529 Plan Advice. ... The 529 SolutionMar 1, 2010By Kevin McKinley How college savings plans can help your clients cut taxes and rising education costs.... 529s Trump Savings BondsDec 1, 2009By Kevin McKinley It's that time of year, and grandma may want some tips on giving wisely. ... College AidGenerations: College Aid PrepFeb 1, 2009By Kevin McKinley How to help clients calculate and maximize the amount of money available to pay for higher education expenses by encouraging parents to apply for financial aid.... GenerationsJan 1, 2009By Kevin McKinley How to help clients calculate and maximize the amount of financial aid they can get when Junior goes off to get his degree.... Generations: College CreditDec 1, 2008By Kevin McKinley Clients who have children heading off to college next year and beyond are facing a convergence of events that will drastically reduce the typical family's... Generations: Tough Questions On 529sNov 1, 2008By Kevin McKinley Clients frequently want to know how to avoid taxes and penalties and deduct losses on 529s.... Generations: Tackling the 529Oct 1, 2008By Kevin McKinley There are a few major things to consider as you help your clients set up 529 college savings plans... Generations: Smart Spending on GrandkidsAug 1, 2008By Kevin McKinley Sometimes it makes sense for grandparents to fund a 529 plan—and not just for their kids’ kids sake.... The Words Not SpokenDec 1, 2007By Stephen Gresham If you are like most advisors, you usually approach client meetings in one of two ways: If the market is up, you underscore the recent growth in the client's... Smart Dollars for College: Facts and FiguresNov 1, 2007
The next time one of your clients is passing out cigars to celebrate the birth of a baby, tell him that if he wants to educate that bouncing bundle of... Smart Dollars For CollegeNov 1, 2007By Kevin McKinley The next time one of your clients is passing out cigars to celebrate the birth of a baby, tell him that if he wants to educate that bouncing bundle of... College Costs: Up, Up and AwayOct 23, 2007By John Churchill How’s Billy’s 529 plan coming? More gloomy news for parents is good news for financial advisors: Tuition continues to rise at an inflation-topping rate, according to the annual survey by the non-profit organization, College Board. ... College Tuition: The Young Person’s Mortgage?Sep 19, 2007By Christina Mucciolo Earlier this month, Congress passed a bill meant to lower the cost of college tuition while simultaneously providing greater access to college. This bill, which is awaiting President Bush’s signature, would slash interest rates on student debt—and that sounds nice. But in reality, it will do little to curb rampant tuition inflation, which increases, on average, about 6 to 7 percent annually—despite the fact that each year the U.S. Department of Education provides around $67 billion to “reduce” costs, and make college more “accessible.”... Retirement Plan Participants Want Financial PlanningJun 12, 2007By Christina Mucciolo The subject of workplace water-cooler conversations could become increasingly financial in nature. That’s because, when it comes to retirement planning, employees with 401(k)s and other defined contribution plans want more financial planning, and they aren’t getting it through their retirement plans, says Spectrum Group in a report released today called, “Financial Planning at the Workplace.”... High On Higher LearningFeb 1, 2007Kevin Burke College savings 529 plans are expected to flourish over the next five years, with assets more than doubling over the period. ... New School StrategiesAug 1, 2006By Kevin McKinley Advisors can help clients with college-bound children make the most of changes in two popular savings plans... Getting Real With NumbersJul 1, 2006By Kevin McKinley Simple ways to calculate true savings and investing records for education, retirement, and life insurance... Today's Lesson: ConsolidationNov 1, 2005By 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... Will Reform Drive Brokers From 529 Sales?Nov 1, 2005By 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... Protecting a Client's College SavingsAug 1, 2005By 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 529sApr 1, 2005By 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 CrosshairsJan 1, 2005Will 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 CollegeNov 1, 2004BY 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 RibbonSep 1, 2004By 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 SavingsAug 1, 2004By 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 SavingsJul 1, 2004By 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, 2004By 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 PlansMay 1, 2004BY 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 SubjectOct 1, 2003By 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 DadDec 1, 2002By 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 ChickNov 1, 2002By 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 GrowSep 1, 2002By 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 plansAug 22, 2002By 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... |
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