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The Motley Fool August 16, 2006 Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
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. |
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. |
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. |
The Motley Fool May 2, 2007 Dan Caplinger |
Dueling Fools: Saving for College Save for college! Your kids need your help. |
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 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 |
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. |
The Motley Fool March 12, 2008 Chuck Saletta |
The Biggest Barrier Between You and Retirement If you've dug yourself into a hole, stop digging. Any debt you owe is standing between you and your retirement. |
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 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. |
The Motley Fool June 4, 2010 Hope Nelson-Pope |
College Graduates, Lifelong Debtors? Thousands of students are mired in debt. Who's to blame? |
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 October 17, 2006 Dan Caplinger |
Don't Get the Savings Munchies! Stick to your savings goals despite all the available distractions. |
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 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. |
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. |
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 January 19, 2007 Mary Dalrymple |
Congress Makes College Loans Cheaper? Some students may see a cut in their college loan interest rates. |
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. |
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. |
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. |
The Motley Fool May 23, 2011 Dan Caplinger |
3 Tips for New Grads Be sure to start off your new life on the right foot. Include your finances in your planning, and you'll get the most you can out of your education. |
The Motley Fool January 28, 2010 Dan Caplinger |
The Smartest Move Colleges Ever Made Eliminating the middleman serves both schools and students. Colleges are at least making the right response to the credit crisis by making loans directly to their students. |
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. |
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 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. |
Registered Rep. January 18, 2013 Kevin McKinley |
Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills. |
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 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 19, 2007 Dan Caplinger |
Raiding Your Retirement for a Down Payment Even though you should be cautious about using your retirement money to fund a down payment on a home, there are still some situations in which it makes sense to use retirement funds as a source of liquidity. |
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 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. July 1, 2006 Kevin McKinley |
Getting Real With Numbers Here's some loose talk that is influencing three big calculations in some very unproductive ways, along with some reality-based alternative methods to planning for your clients' financial future: College... Retirement... Life Insurance... |
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 3, 2004 Dayana Yochim |
Ignore Your IRA Don't dip into your retirement money, even when you're allowed to. |
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. |
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. |
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. |
The Motley Fool May 17, 2006 Selena Maranjian |
Time Is Running Out for Student Borrowers Interest rates for student loan programs are expected to rise significantly on July 1, and that means the ultimate cost to borrowers will be going up. You can avoid this fiscal trouble, though, by consolidating your student loans. |
Financial Planning March 1, 2008 Donald Jay Korn |
Seeing Red Sallie Mae, the leading lender to college students, reported a $1.6 billion loss in the fourth quarter of 2007. Sallie Mae isn't the only student lender that has been bloodied recently. Students and parents need to be cautious when looking for student loans. |
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 April 21, 2008 David Lee Smith |
Help May Be Coming for Sallie Mae Federal aid appears near for reeling Sallie Mae. |
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. |
BusinessWeek May 19, 2011 Sarah Mulholland |
Sallie Mae Makes a Surprising Comeback Supported by cash from its $146 billion government loan portfolio, Sallie Mae aims to build its private student lending business. |
Investment Advisor August 2008 Kara P. Stapleton |
Like Elder, Like Adult Child Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying retirement. |
The Motley Fool September 21, 2009 Dan Caplinger |
This Is What Will Make You Truly Wealthy Don't waste your best years to invest. As tempting as it may be just to procrastinate your retirement saving another year, the better choice is to move forward with your savings now. |
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. |
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 April 19, 2004 Robert Brokamp |
What Will College Really Cost? You've heard the scary statistics, but the final price tag may not be so bad. |