College Planning

Campus Unrest Heightens College-Planning Concerns

Families question options for higher learning as protests over the Israel-Hamas war escalate.

That Giant College ‘Sticker’ Price Isn’t What Most Students Pay

Fewer students are paying full price than in previous decades, but many don’t know how much they’ll actually pay.

Some Colleges Will Soon Charge $100,000 a Year. How Did This Happen?

A few dozen colleges and universities that reject the vast majority of applicants will probably arrive at this threshold within a few years.

Federal Student Aid Train Wreck Continues to Stress Families

Schools are extending admission acceptance deadlines after receiving months-late, error-plagued financial data from the Department of Education.

Money in College Savings Accounts Can Now Go Toward Retirement

Secure 2.0 allows up to $35,000 in a 529 account to be rolled over to a Roth individual retirement account, but a lot of rules apply.

‘Grandparent Trap’ Becomes ‘Grandparent Loophole’

Thanks to a law effective this year, money from grandparents won't count against the amount students can get for financial aid.

Is College Worth It?

With the high cost of college, more have questioned whether it's worth the price. Tell your clients: For most kids, the answer is still yes.

Will Families Pay Less With Two Students in College? Now, It Depends

The federal financial aid formula says many families should pay a lot more, but some schools may not stick families with higher bills.

Student Loan Forgiveness For Some Clients May Start Next Month

Federal student loan borrowers who took out smaller loan amounts may be eligible for debt cancellation sooner than they anticipated.

Student Loan Borrowers Face Nightmares Reaching Loan Servicers

Student loan borrowers have faced 73-minute wait times, late bills, and incorrect statements from loan servicers, who say penalties announced this month will compound problems.

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Wealth Enhancement Group Acquires $809M Retirement Advice RIA

The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.

Yes, There Is a Best Day of the Week to Book Your Flight, Study Confirms

In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.

Rent Increases Vastly Outstrip Wage Growth in These Markets

A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.

Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James

The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.

Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.

Washington State’s LTC Program May Get Nixed

In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.

IRS Accepting Applications for Tax Preparation Program Grants

Participating organizations provide free tax counseling to seniors and underserved communities.