Parents — your kids may have headed back to school, but before you know it, they’ll be heading off to college. Fittingly, September is National College Savings Month, so let’s talk strategy.
- Client Life Events
Noreen Beaman, CEO of Brinker Capital, provides a list of financial lessons helpful for those going off to college for the first time.
Use this practical guide to help your clients learn about the cost of sending a child to college and the many savings and tuition-payment options available.
This guide helps clients manage common eldercare challenges and become familiar with care options. It also includes a list of websites clients can use to make informed eldercare decisions.
A recent Federal Reserve Board study shows that less than half of non-retired adults feel confident about their retirement savings.
The 17th edition of How America Saves is here! Developed by long-tenured experts, our innovative and forward-looking research draws on technical knowledge for real-world insights on the challenges your clients may be facing.
What constitutes a qualified educational expense? When that question relates to 529 savings plans, the answer may be broader than you think.
Compared with workers, current retirees have greater confidence in their ability to live comfortably in retirement, according to the 2018 edition of the annual Retirement Confidence Survey (RCS) from the Employee Benefit Research Institute (EBRI).
Recent research suggests that many individuals experience a mind shift as they approach retirement, resulting in a retirement earlier than planned and no transition period.
The Bipartisan Budget Act of 2018 will affect hardship distributions, multiemployer plans and income tax returns for individuals over 65.
Something unexpected has been the shared experience for our most recent generation of retirees. The vast majority haven't been spending their retirement savings—leaving nest eggs mostly untouched and living on ready sources of income instead. However, future retirees may be less fortunate.
Even if a child has as little as $1 in college savings, he or she is two and half times more likely to graduate from college than a child with no savings. Fortunately, parents can contribute to help students earn their degree in a variety of ways.
Sudden retirees are typically forced to make decisions before they feel ready to do so. If you are fortunate enough to exercise some control over when you will retire, you have an advantage over sudden retirees.
A practical to Social Security, your clients will learn when they can start taking benefits, the pros and cons to delaying benefits, spousal and survivor benefits, and how to understand their Social Security statement.
This guide helps your clients teach their children good money management skills with practical tips they can use whether their kids are preschoolers or college-bound.
Help your clients understand the importance of estate planning with this education guide that outlines basic estate planning tools, the importance of taxes, estate planning and children, and more.
After you turn the big 5-0, you need to get serious about retirement planning. Here are three things to do now to prepare for a brighter future for yourself and your loved ones.
American Funds provides resources to answer common client concerns and demonstrate how a 529 plan can help your clients pursue their college-savings goals.
As the gig economy grows, more workers find themselves juggling their finances as they build their own businesses. Planning and discipline can help them achieve financial security as they pursue their dreams.
For many advisors, college savings represents an untapped practice-building opportunity. Learn how successful advisors use it to cultivate client interest and build a bigger client base.
Vanguard's latest research note, 529 plan savers earn better grades for behavior, reveals that more investors are using 529s than ever before.
Are clients stressing out over college costs? Developing a holistic tuition spending strategy that takes advantage of financial aid, tax benefits, and all available savings accounts could help minimize their spending.
Understand Vanguard's approach to spending and saving in retirement without relying on guaranteed sources of income.
With many college grads focused on pinching pennies in their first job, saving for retirement can fall to the bottom of the priority list. Here's how to make it less painful.