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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.   |
BusinessWeek
August 6, 2007
Anne Tergesen |
Time To Swap Piggybanks? Custodial accounts have lost much of their tax benefits. |
The Motley Fool
October 20, 2010
Dan Caplinger |
Your Kids Need These Investments Supplementing 529 plans with alternatives makes lots of sense. |
The Motley Fool
January 13, 2011
June Walbert |
Ask June: Military Family Options for Saving for College The author solves problems for military personnel on this topic. |
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. |
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.
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. |
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? |
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 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. |
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. |
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. |
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 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. |
AskMen.com
Steven Shaw |
How To: Be A Godfather A look at some of the most important duties to help you learn how to be a godfather. |
The Motley Fool
September 10, 2010
Dan Caplinger |
Save Smarter for College As the school year starts, it's time to think about your child's future. |
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. |
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
July 18, 2006
Dan Caplinger |
Get Your Kids to College: 529 Plans With 529 plans, local isn't always better. Unfortunately, both plans and state laws related to them vary so much that it's impossible to generalize about which plan is best. |
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.
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. |
Financial Advisor
September 2005
Marla Brill |
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. |
Financial Advisor
April 2005
Gregory Bresiger |
Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances. |
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
July 1, 2013
Martha White |
Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics. |
Registered Rep.
March 19, 2012
Lynn O'Shaughnessy |
The Risks of Independence When parents realize that they haven't saved nearly enough money for college, some of them start wondering how their college-bound teenagers could qualify as independent students. |
Financial Planning
February 1, 2012
Martin Shenkman |
Trust, But Verify The estate planning answer for a lot of parents is to leave inheritances in trust for the benefit of their child. But trusts vary widely, and because this is a message many clients miss, planners must reinforce the idea. |
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 Planning
July 1, 2010
Donald Jay Korn |
All in the Family Advisors should start talking with clients now about shifting income from higher-bracket to lower-bracket family members. Possible strategies include hiring children or even retired parents in a business, or transferring assets to these individuals. |
The Motley Fool
September 29, 2009
Dan Caplinger |
The Best Way to Save for College Pick the best investments for your kids. |
The Motley Fool
September 29, 2005
Dayana Yochim |
Bouncing Bundle of Potential A brokerage statement isn't as cute as a pair of baby booties, but the bragging rights are better. Here is how to set your kid up for a flush future. |
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. |
Investment Advisor
September 2009
James J. Green |
Numerology: Kids Ain't Cheap The latest Department of Agriculture child-rearing study reports that a two-parent, middle-income family can expect to spend $221,190 to raise a child born in 2008. |
Entrepreneur
June 2003
Scott Bernard Nelson |
College Savings 101 Take notes on the pros and cons of 529 plans. |
Financial Planning
September 1, 2011
Suzanne McGee |
Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money. |
AskMen.com
Ross Bonander |
Fatherhood Guide: Setting An Example The following presents some tips on how to set an example for your child. While much of this piece pertains to young children under the age of 8 or so, the issue itself is germane to kids of all ages. |
ifeminists
September 15, 2004
K. C. Wilson |
The Subversion of Child Support Child support in the U.S. would do better to assume no greater ambition than cover normal child costs. It would serve children better, which it is what it's supposed to do, not adult needs nor other social or economic agendas. |
Financial Advisor
March 2011
Jerilyn Klein Bier |
Special Consideration Advisors help parents of special needs children tackle unique planning challenges. |
Financial Advisor
July 2008
Jeff Schlegel |
Bump In The Road College savings plans are difficult to understand and are being underutilized. |
The Motley Fool
March 3, 2009
Dan Caplinger |
How to Save Your Family's Future Give a gift that will last a lifetime. |
AskMen.com
Michael B. Rubin |
5 Financial Tips For Expecting Parents If you've just received the news that your wife or girlfriend is pregnant, make sure you have a solid financial plan if you hope to make it through the next nine months. |
The Motley Fool
May 16, 2008
Kristin Graham |
Disney: Magical Enough to Beat the Recession No, it's not pixie dust. It's cash-strapped parents splurging on kids that make Disney a recession-proof investment. |
Financial Advisor
March 2011
Caren Chesler |
Homeward Bound In a tough economic environment, some clients must deal with their children moving back home. |
AskMen.com
May 19, 2008
Ross Bonander |
Fatherhood Guide: Affection Showing affection is a challenging area of parenting, but this is not uncommon; for many loving and caring fathers, showing their affection represents the most challenging aspect of parenting. |
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
December 1, 2005
Deborah Fox |
Back to School Affluent parents with older children are running out of time to save for college. Financial advisers need to craft creative strategies to help these clients reduce education expenses. |
The Motley Fool
April 27, 2011
Dayana Yochim |
4 Things Missing From Your Financial Aid Offer There's a lot of money hiding between the lines of those college aid letters. |
Registered Rep.
August 20, 2012
Lynn O'Shaughnessy |
When Dream Schools Become a Nightmare Many parents will go to great lengths to send to their children to their dream schools, but it's not always the best financial decision. |
AskMen.com
Ross Bonander |
Fatherhood Guide: Discipline This article addresses the fine line of disciplining your child. Discipline relates to children of all ages, but the following article will be most helpful to fathers of children under the age of 10. |
The Motley Fool
September 14, 2010
Dan Caplinger |
3 Tips to Start Saving for College Saving for your child's education doesn't have to be complicated. |
