Investing for Life
Skyrocketing college costs have left many graduates paying off loans for decades—but there may be a light at the end of the debt tunnel courtesy of the federal Public Service Loan Forgiveness program (PSLF). The program is aimed at helping college graduates who choose careers in public service (defined below). …
Since it’s May 29, we thought we’d take the opportunity to discuss some of the benefits of 529 accounts (5/29, get it?). While colleges and universities ponder how, when and whether campuses will reopen in the fall, the one thing you can be sure of is that tuition discounts may …
In this issue: Special Podcast: Dan Wiener and Jim Lowell—Why Are Markets Rising in a Recession? A Word From Chairman Dan Wiener on Advisers and Payroll Relief Loans 529 Plans: A Smarter Way to Save for College? Adviser Investments’ Market Takeaways
One of the best long-term investments you can make is in higher education. If you’ve got a prospective college student in your household, you’ve either heard, or know first-hand, how daunting the process of finding and applying for financial aid can be. One crucial step that all prospective students should …
In this issue: Fidelity Adds Fractional Shares 529 Plans Reviewed The Adviser You Can Talk To Podcast: Maximizing Your Employee Benefits State Street to Pressure Companies to Meet ESG Standards
Fidelity is …
Helping You Answer and Prepare For Life’s Big Questions
With age comes greater wisdom, they say, and greater responsibility. You’re well-established in your career and hopefully earning more than you spend. You may have your own family as well as aging parents you’re looking out for. In addition, you’re now halfway towards traditional retirement age. That’s a lot to …
In September, we covered the basics of 529 plans. This week, we’ll continue examining 529s with a look at tax implications, risk strategies and how they can impact financial aid eligibility.
Contributions to 529 plans are not tax deductible (at the federal level, treatment varies at …
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