More advisors suggest using both prepaid tuition and traditional college savings plans.
The risk can be especially damaging for individuals forced to retire during a bad market.
It won’t be a banner year for U.S. equities, but it won’t be a total bust.
Millennials with student loans could end up with more than a quarter-million less in retirement savings than they would have had, Limra says.
Advisors are also starting to use gift cards and online registries to give 529-plan gifts to clients and potential clients.
An M.D./CFP steers clients and advisors through the intersection of wealth and health.
Tweaking 401(k) strategies can improve retirement outcomes and protect plan sponsors.
Taking a distribution to pay student loans will cost them in taxes and penalties, says a financial aid expert.
Alaska and Maryland were among the state 529 plans that won gold medals from the financial research company.
Millennials’ interest in impact investing can’t be ignored.
Please log back in before proceeding.
There was an error logging in. Please try again.
Congrats! You are now logged in. Your exam is being submitted.
