Many clients are now approaching their retirement years while simultaneously preparing to send children to college. They often struggle with the question of whether to prioritize saving for retirement ...

For most parents a 529 plan (named for the relevant section in the U.S. Tax Code) is a great means of funding children's education. For those able to set aside funds, 529 plans have many attractive ...

Forbes contributors publish independent expert analyses and insights. Tim Maurer covers how personal finance is more personal than finance. Few things in our lives have been so dramatically altered ...

As registered investment advisor dealmaking slows down, methods to boost "organic" growth are in the spotlight. One strategy that works, according to a new research paper: talking with more clients ...

What Is Tax Planning for Education? Tax planning refers to the strategic process of organizing one's financial affairs to minimize tax liability while maximizing available tax benefits. This can ...

A provision in the SECURE 2.0 Act enables greater flexibility in saving for children’s education while also helping 529 plan beneficiaries to get a jump-start on retirement savings. Learn about Roth ...

July 31, 2025 - An Oakland woman adopted a class of first graders and promised to pay for their college educations if they graduated from high school. California this week officially kicked off its ...

Educational planning has always been fraught with problems, not least in the countries of the so-called developing world. In the South Pacific area, formal Western-style educational planning is still ...

Every recognized profession has its top colleges. Medical and law schools in the U.S. date back to the 18th century. As a much more recent profession, financial planning has spent much of the last ...