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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? |
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 17, 2013 Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference. |
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. |
Registered Rep. September 1, 2007 Kevin McKinley |
The Great College Credit Test Here is why and how parents should make sure that their "adult" children's short-term financial irresponsibility doesn't delay or deny long-term financial security. |
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 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 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 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. |
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. |
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. |
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. 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. |
The Motley Fool January 25, 2005 Dayana Yochim |
You're on Your Own, Kiddos In the standoff between retirement savings and college savings, retirement wins. |
The Motley Fool October 17, 2006 Mary Dalrymple |
Lake Wobegon College Many financial aid administrators say parents have a false sense of security that their child's chosen college will help them pay the costs of their child's education. |
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 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. |
T.H.E. Journal April 2002 Mark Nixon |
How the Web Keeps Parents 'In the Know' As teachers and parents work together to assist students in their studies, the Web has emerged as a highly effective and informative communication tool to meet the needs of today's busy teachers and parents... |
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. |
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 January 24, 2007 Mary Dalrymple |
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. |
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. |
The Motley Fool July 22, 2005 Dayana Yochim |
College vs. Retirement? Retirement Wins Before you set up your child's golden future, pay off high-interest debt, establish an emergency fund, get adequate insurance, and beef up your retirement savings. After those items are crossed off your list, you can start spoiling the youngsters. |
The Motley Fool February 13, 2007 Dan Caplinger |
Get Ready, Get Set for Financial Aid: Part 1 A students' guide on getting help with school expenses. |
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. |
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. |
Registered Rep. March 1, 2005 Mark Feffer |
The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans. |
Investment Advisor January 2006 Olivia Mellan |
The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients. |
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 May 2, 2007 Dan Caplinger |
Dueling Fools: Saving for College Save for college! Your kids need your help. |
T.H.E. Journal September 2000 |
FYI - K12Planet.com All parents registered with Chancery Software's K12Planet.com school to home community portal will have the ability to order basic back to school supplies through the site's new pilot store. |
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. |
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. |
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. |
BusinessWeek June 5, 2006 Lauren Young |
Mom? Dad? I'm Home! Why are so many grads returning to live with their parents? $40 billion in loans. |
The Motley Fool April 27, 2007 Selena Maranjian |
Saving and Planning for College Here are some tips to help you plan how to pay for a college education. |
BusinessWeek November 3, 2003 Susan Garland |
Mom And Dad, I'm Home -- Again As more twentysomethings move back in, parents need to set clear expectations. |
The Motley Fool November 23, 2007 Dan Caplinger |
Find the Right Student Loan College loans come in many varieties. Some have very attractive provisions and guarantees, but others can spell trouble for even the most responsible young adults. |
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. |
T.H.E. Journal February 2006 Ken Bird |
Student Information Systems >> How Do You Spell Parental Involvement? S-I-S Research shows parental involvement improves student achievement, and because with the advent of the Internet and the use of Student Information Systems, schools have never had an easier tool to offer parents. |
The Motley Fool February 26, 2007 Mary Dalrymple |
Troubled Youth Younger adults report heavy financial concerns. But they've got lots of time to achieve their goals. Here's how. |
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. |
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. |
Investment Advisor October 2007 Kara P. Stapleton |
The Kids Stay in the Picture Think of your financial advisory clients' children now, and they're likely to think of you later. |
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. |
Financial Planning November 1, 2005 Maureen Mohyde |
The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children. |
U.S. Banker February 2007 Karen Krebsbach |
'Once Upon a Time, There Was a Very Rich Family...' Wealth managers can be instrumental in helping parents teach their children about the value of money-and managing for optimum portfolio longevity. The key? Starting early. |
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. |