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Registered Rep.
June 17, 2013
Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference.   |
Registered Rep.
September 1, 2004
Kevin McKinley |
Running Through the Ribbon The following strategies will ensure financial advisors' clients have enough money to get Junior to the end of his senior year of college. |
Registered Rep.
May 25, 2011
Lynn O'Shaughnessy |
College Aid Checklist for Grandparents Seven tips that will allow grandparents to safely contribute to their grandkids' college education. |
Financial Advisor
July 2006
Raymond Fazzi |
A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues. |
Registered Rep.
August 1, 2004
Kevin McKinley |
Battling for College Savings The key to helping clients meet their higher education expenses lies in getting them to take definitive action in the years preceding enrollment. |
Investment Advisor
January 2010
Tere D'Amato |
Expert's Corner: Acing Financial Aid Planning With portfolios still poorer, how can you advise clients with college aid needs? |
Registered Rep.
April 22, 2015
Kevin McKinley |
Small Deposits Now, Big Money Later Using the right vehicle and starting as soon as possible, parents, grandparents and other concerned family members can provide a lifetime of financial security for the children they love. |
Registered Rep.
April 27, 2015
Lynn O'Shaughnessy |
College Savings Don't Hurt Chances For Financial Aid Clients will be in a far better position and enjoy more college options if they've saved for their child's college education. Here's why. |
The Motley Fool
October 13, 2010
Dan Caplinger |
Don't Make These 4 Money Mistakes Parents are making some wrong moves with their money. When it comes to saving for their children's college education, a lot of parents are making mistakes that are keeping their money from working as hard as it could for them. |
Financial Advisor
July 2005
Marla Brill |
Should You Put Your Clients In 529 Plans? Section 529 savings plans have proven to be a popular way to help meet the king's ransom required to fund a college education. But recent investigations by industry and government regulators have raised concerns about their future. |
Financial Advisor
September 2005
Marla Brill |
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. |
Investment Advisor
August 2007
Kara P. Stapleton |
Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help. |
The Motley Fool
August 16, 2006
Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
Financial Planning
September 1, 2012
Ann Marsh |
529 Plans: Untapped Potential of College Savings Plans Advisors can bring great benefits to their clients through college savings plans. Here are 15 advantages and 13 notes of caution. |
Financial Advisor
January 2007
Marla Brill |
The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help. |
Registered Rep.
August 24, 2011
Jerry Gleeson |
Fidelity: 529 plans not an advisor priority Assets in college-targeted 529 savings plans are growing at double-digit rates, but financial advisors appear to be on the sidelines when it comes to working with clients on the product. |
Financial Advisor
January 2011
Jerilyn Klein Bier |
The College Shopping Maze Saving for college often isn't enough anymore; advisors help parents go school shopping. |
Financial Advisor
July 2010
Dalton & Dalton |
The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid. |
Financial Planning
August 1, 2010
Donald Jay Korn |
Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion. |
Financial Planning
January 1, 2009
Deborah Fox |
Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets. |
Registered Rep.
November 1, 2002
Kevin McKinley |
When That Bundle of Joy Grows Up to Be a Biker Chick With a little foresight, a few strategies can allow parents to stick to the letter of the law while preventing their well-intentioned savings in a custodial account from being frittered away by someone who is an "adult" in name only. |
Financial Planning
August 1, 2009
Donald Jay Korn |
College Panic Many of your clients with teenage children may be feeling the college panic about now. They are looking at diminished net worths and an uncertain job market and economy |
Financial Advisor
November 2003
Tracey Longo |
Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time. |
Investment Advisor
August 2010
Marlene Y. Satter |
A Retirement Plan Solution Brian Pon of Financial Connections Group, Inc., in Corte Madera, California, has a suggestion particularly for parents who will be around 59 years old while their children are in college. |
Financial Advisor
July 2007
Tracey Longo |
Helping Clients Grow 529 Plans Faster More advisors' clients are maxing out on 529 plans, driving first-year contributions into the six-figure range. |
Registered Rep.
April 10, 2012
Kevin McKinley |
Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest. |
Investment Advisor
August 2010
Marlene Y. Satter |
College Savings: Do Your Homework For advisors helping clients pay college tuition, the subject is not a quick study |
Financial Planning
June 1, 2011
Katie Kuehner-Hebert |
Hard Lessons Many parents may have made the right personal choice by having children later in life, but they'll likely find their retirement and their kids' college years are on a financial collision course. For those parents and their planners, that could spell trouble. |
Registered Rep.
April 1, 2005
Kevin McKinley |
Passing Grades for 529s When qualified college savings accounts burst on the scene in the late 1990s, the initial growth exceeded most expectations. At the same time, small tickets, bigger regulatory burdens and a go-go stock market are diminishing the interest of some advisors. |
Registered Rep.
April 16, 2012
Lynn O'Shaughnessy |
Deciphering a Financial Aid Award Families need to focus on deciphering financial aid letters or they could end up spending tens of thousands of dollars too much for a bachelor's degree. Unfortunately, financial aid awards are often confusing. |
Registered Rep.
August 1, 2006
Kevin McKinley |
New School Strategies First, the Department of Education altered the financial-aid treatment of certain 529 plans. Then the IRS tweaked custodial accounts. Here's what financial advisors can do to redirect families saving for college. |
The Motley Fool
February 2, 2004
Robert Brokamp |
Pros and Cons of 529s The tax-free growth in a 529 savings plan is swell, but owners give up a lot of flexibility. |
Entrepreneur
June 2003
Scott Bernard Nelson |
College Savings 101 Take notes on the pros and cons of 529 plans. |
Registered Rep.
October 21, 2015
Lynn O'Shaughnessy |
An Important Change in Financial Aid What President Obama did by signing an executive order in September to make two seemingly simple changes to the FAFSA process can potentially reap huge benefits to your families with college applicants. |
Registered Rep.
March 1, 2007
Kevin McKinley |
A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off. |
The Motley Fool
January 24, 2007
Mary Dalrymple |
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. |
On Wall Street
July 1, 2013
Dave Lindorff |
Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy. |
The Motley Fool
January 6, 2004
Robert Brokamp |
5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away. |
Financial Advisor
July 2011
Ben Mattlin |
Bumpy Road Fans of 529 plans say they are the right vehicle for many to save for college expenses, but they acknowledge the last ten years haven't produced the hoped-for gains. |
Financial Planning
August 1, 2011
David Juliano |
Financial Aid Pie: Getting a Big Slice Although billions of dollars in financial aid and scholarships are available, applying and qualifying remains a daunting task. Financial advisors can assist clients through it. |
The Motley Fool
January 22, 2004
Selena Maranjian |
Saving for College College costs can be managed with proper planning. |
The Motley Fool
May 5, 2005
Robert Brokamp |
Save for College or Retirement? If you feel conflicted about putting yourself ahead of your offspring, consider setting aside money in an IRA. You can use the money for qualified higher-education expenses as long as you follow the rules. |
Financial Planning
June 1, 2007
Jennifer M. DeLong |
The New College Try A college degree is invaluable, but it is worth more if it doesn't come with a debt load that burdens students and parents for years. College savings must take its rightful place as part of an integrated financial planning approach. |
The Motley Fool
February 13, 2007
Dan Caplinger |
Get Ready, Get Set for Financial Aid: Part 2 A peek into how schools determine your financial aid package. |
Financial Planning
March 1, 2007
Donald Jay Korn |
Child's Play Changes in the kiddie tax may make custodial accounts less attractive to parents planning for college expenses, but there are other investment options. |
The Motley Fool
July 22, 2004
Robert Brokamp |
The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more. |
Financial Advisor
January 2012
Jerilyn Klein Bier |
College Crunch Advisors should start asking clients where their kids may want to attend college when the kids are high school freshmen or even in middle school, says Mazareas. There's a lot to talk about. |
Financial Advisor
July 2008
Jeff Schlegel |
Bump In The Road College savings plans are difficult to understand and are being underutilized. |
Registered Rep.
February 25, 2015
Kevin McKinley |
The Costs and Effects of High Tuition Advisors can diplomatically help clients and their children get the degree the kids need at a cost the family is willing and able to pay. |
Registered Rep.
June 18, 2015
Lynn O'Shaughnessy |
How to Handle Overblown College Fears It's only natural that your clients dread the approach of this milestone, but as they prepare for it, you can help minimize their stress level. |
