-
The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.July 28
-
Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.June 2
-
Though IRA conversions during a market correction may enable some clients to save on their taxes, the strategy is not recommended for everyone.May 12
-
With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.January 2
-
Don't neglect the FAFSA and other ideas to help families with annual incomes of more than $300,000.December 30
-
With careful planning, they can be among the 72% of U.S. students to get need-based assistance.November 11
-
Just over half of clients expect it will be harder for the next generation in their family to feel comfortable financially.April 10
-
Grandchildren won't be able to have their own accounts until they are earning their own income, but they can be named beneficiaries.April 8
-
A typical Social Security payment is likely to cover basic costs in these areas.November 7
-
Even as the prospective client base grows more diverse, a majority of advisors remain male, white and over the age of 50.October 1
