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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 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.
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.
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 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 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 Advisor February 2006 Marla Brill	11th-Hour College Planning Parents of older children turn to financial advisors for college funding strategies.
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.
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.
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. July 1, 2004 Kevin McKinley	The Future of College Savings An action plan for managing college savings from the year of a child's birth to the midteen years.
Financial Planning December 1, 2006 Donald Jay Korn	All Fired Up? Recent legislation has been a boon for 529 college savings plans. Will more financial planners find them worthwhile?
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 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.
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.
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. 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 Planning June 1, 2010 Donald Jay Korn	College Loans Say Uncle The new law excluding banks from making federal education loans should be a PLUS for borrowers who can now turn to the Bank of Uncle Sam.
Financial Planning December 1, 2007 Elizabeth O'Brien	Advisor Pulse Many parents are woefully underprepared to fund their children's college expenses, and advisors are well positioned to give them the nudge they need.
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.
The Motley Fool August 16, 2006 Dan Caplinger	Prioritizing Your Savings Should you save for retirement or for education for your kids?
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.
Financial Advisor September 2005 Marla Brill	The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid.
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. 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.
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.
Entrepreneur April 2010 Rosalind Resnick	Paying for the Old College Try Advice for small-business owners on how to finance your kids' college educations.
Registered Rep. May 1, 2008 Kevin McKinley	College Credit Parents reluctantly turn to public and private education loans. Their reticence is unfounded though, because it's much better to borrow money to pay for college than to not go at all.
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.
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.
Registered Rep. January 21, 2005 Anne Field	Time Running Out to Apply for College Financial Aid Many parents of college-age children are scrambling to complete their financial aid applications. Financial advisors suggest that clients should apply even it they don't, at first glance, seem to be eligible for aid.
Registered Rep. June 1, 2012 Lynn O'Shaughnessy	Seven Ways to Borrow for College Look for borrower protection, consider credit unions and apply for multiple loans.
Registered Rep. August 25, 2014 Lynn O'Shaughnessy	The Most Attractive Student Loans Since many families will need help to cover some of their costs, it's important that advisors be equipped with the basics about borrowing for college. Here are some critical things that you need to know about student loans.
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.
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.
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 July 18, 2006 Dan Caplinger	Get Your Kids to College: Custodial Accounts The custodial account works best in situations where relatively small amounts of money are involved, where the child is not certain about whether or not to obtain higher education, and where the child and parents are on the same wavelength about the responsible use of the money.
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.
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. 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.
The Motley Fool November 1, 2006 Selena Maranjian	Financial Aid Fiascos Feeling financially unprepared for college is a big source of stress for many people. Don't get caught flat-footed when planning for college costs.
Financial Advisor July 2008 Jeff Schlegel	Bump In The Road College savings plans are difficult to understand and are being underutilized.
Financial Advisor November 2003 Tracey Longo	Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time.
Registered Rep. June 17, 2013 Kevin McKinley	The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference.
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.
The Motley Fool February 20, 2007 Mary Dalrymple	Save for State U., Too If you're not saving for college because you expect your child will attend an affordable, public school, you might want to rethink your plans a little bit. Public college doesn't necessarily mean a debt-free education.
Entrepreneur December 2006	Enrollment Fee Pitfalls to avoid when setting up a college fund.
Financial Planning November 1, 2007 Stacy Schultz	5 Questions Chuck Toth, head of education planning at Merrill Lynch and secretary of the College Savings Foundation, discusses a new study on the state of college savings.
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.
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.