Active vs. passive? It’s the wrong debate.
Can 529 funds be used for gap-year expenses? I recently had a parent ask me if their child’s 529 college savings account money could be used to help pay for gap-year expenses. Here’s the short answer: Maybe.
What to consider when saving for multiple children’s college educations.
Today’s parents are all too aware that higher education comes with a sky-high price tag, but financial aid can offer a real lifeline when it comes to mounting college costs.
Stock protection funds are new way for clients to diversify and mitigate the risk of concentrated positions.
Celebrate the day by opening a college savings account for the child you love.
College savings plans can help companies boost their employee benefits packages.
Despite their perceived differences, compliance, visibility and oversight are all directly related. No business can run effectively without them, and financial services firms should ensure that these three essential components have a central place in the company's operations. To that end, what can business leaders do to improve these three areas of importance?
The holidays are upon us again, and many grandparents are looking forward to one of their favorite moments of the season – the delighted smiles of grandkids opening a present they’ve been dreaming of all year. Give it a few weeks, though, and last year’s trendiest toy often becomes this year’s latest giveaway.