Education/529 Articles

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CFP Board Adds 28 'Ambassadors'

by FA Staff

The organization has added 28 new ambassadors, bringing the total amount of ambassadors to 50, who now cover 38 regions throughout the country.

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CFP Board, U of Illinois Offer Free Financial Planning Course

by FA Staff

The endeavor seeks to introduce students and the general public to financial planning, both as a career and as a way to improve their personal financial health.

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Technology Course Followed By Employment Opportunity Offered At NewOak

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NewOak is launching its inaugural Technology Innovation Program to increase employment opportunities for high school graduates and college students at the firm.

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Proceed With Caution When Calculating U.S. College Costs

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U.S. colleges have started, however reluctantly, to share more information about what students might actually pay to attend ––the so-called net price.

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Bankers Provide One-Stop Shop For Wealth Management Training

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The American Bankers Association has created a one-stop shop for wealth management training for bankers and others.

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10 Things To Ask Clients If They Can Live Without

by FA Staff

An advisor offers this list that can be used to review expenditures with clients and help them find ways to cut back and still be very happy.

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U.S. Consumer Watchdog Finds 'Illegal' Acts In Mortgage, Student Loans

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Companies that service U.S. student loans and mortgages tricked customers into paying higher fees or engaged in other acts that violate U.S. consumer laws, the U.S...

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Four 529 Plans Rated Gold By Morningstar

by FA Staff

In its annual review of college-savings plans, Morningstar awarded 29 plans a gold, silver or bronze rating for 2014. Three plans received a negative rating.

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Alabama’s State Treasury Drops Pimco From College Funding Plan

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Alabama’s Treasury liquidated its Pimco Total Return Fund holdings in the state’s 529 plan, citing departures of senior investment personnel at the firm.

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Prepaying Student Loans May Mean Less Money In Retirement

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Rising student loan debt may be hampering young people's ability to buy homes or even move out of their parents' basements...

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