Home >Articles

Category: College

Education is Getting LESS Expensive

If you have a child in college, or one about to go, the headline on this article looks crazy. You know more than most about the fast-rising cost of education. But just as quickly as brick & mortar college costs are
Continue Reading

Section 529 Plans Continue to Pile Up Assets

Morningstar recently released a detailed report on the state of 529 college-savings plans. These plans now hold about $200 billion in assets, split roughly evenly between advisor-sold and direct-sold plans. While there's
Continue Reading

Do You Have in Place the One Financial Essential for the New Year?

A question we've heard countless times is "What are the most common mistakes people make when managing their finances?" One of our leading answers: making spending and investment decisions apart from a personalized
Continue Reading

Avoiding Student Loan Default

Many people are struggling under the weight of their student loans. But with numerous repayment options available, at least for those with federal student loans, there's no reason to default. This article offers guidance
Continue Reading

Feeling Good about Your Investing Decisions?

Ready to find out if you're committing "Five Really Dumb Money Moves You've Got to Avoid"? Let's take them from the top (excerpts in italics from the WSJ, May, 2013) 1. Reaching for yield. What this country needs is a
Continue Reading

New Life Breathed Into Coverdell Education Savings Accounts

Chances are you're familiar with the highlights of the ironically titled American Taxpayer Relief Act (ATRA), signed into law on January 2. The law returned payroll taxes to their previous higher levels and raised rates
Continue Reading

Money Roundup: A Seldom-Discussed Secret To Career Success, Identifying Your Personal Finance KPIs,

This week's picks for the best in personal finance from around the web. Is giving the secret to getting ahead? (NY Times). Interesting research about "prosocial motivation," with wide-ranging implications. Does this have
Continue Reading

Money Roundup: Your Biggest Financial Asset, Money Lessons From a Widow

This week's picks for the best in personal finance from around the web. The biggest financial asset in your portfolio is you (NY Times). An interesting article about the link between human capital and financial capital,
Continue Reading

Money Roundup: Why You Should Run Your Family Like a Business, Fun Financial Facts About U.S. Presid

This week's picks for the best in personal finance from around the web. Family, Inc. (Wall Street Journal). Little Johnny shouldn't have to make his bed according to the standards of Six Sigma, but there's a lot that our
Continue Reading

Money Roundup: How Far Wall Street's Bulls May Run, Why You Might NOT Want to Lose Your Landlin

This week's picks for the best in personal finance from around the web. Bull market or prelude to a bust? (MSN). On the one hand, some market watchers are starting to get a little nervous. Growth stall obscures U.S.
Continue Reading