You've seen it all over the news: Up to $10,000 in student loan debt forgiveness, or up to $20,000 for Pell Grant recipients. Here, you'll find a case study, tax impacts, and strategies for your student loans, whether you're eligible for this forgiveness or not....
Be generous with your assets and also proud of your money. Learn the stories behind these and three more Disney-inspired money lessons....
What's the best way to give money to kids? We combined our "Giving Money to Kids" series into one all-inclusive piece so you can weigh your options. From 529 Plans and Coverdells to UGMAs and UTMAs, IRAs, and Minors trusts, you'll find it all right...
Looking for more ways to give money to the kids in your life? If Section 529 plans, Coverdell accounts, and IRAs don’t seem like the right gifting vehicles for you, the options in part 3 of our series may be of interest. Read on to...
In Part 2 of our series on giving money to kids, we explore two other higher education investment vehicles: the Coverdell Education Savings and individual retirement arrangement (IRA) accounts. Learn the ins and outs of each — as well as how they compare to 529 plans...
With the FAFSA deadline coming up fast, what should you look for — and avoid — when considering federal student loans to help fund college for yourself or your child? Get a better idea of repayment and forgiveness options — and watch out for these...
Searching for the best way to give to the little ones in your life? In the first post in this three-post series, we look at one vehicle: the Section 529 College Savings Plan. If you want to save up to send a child to college,...
Andrew and Sarah are working hard, raising a family, and they have big plans. Saving for an early retirement is just the tip of the iceberg. They’d like to help their kids by paying for college and before they leave the workforce they...
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 0.60% |
| $1,000,000 - $3,000,000 | 0.50% |
| $3,000,000 - $5,000,000 | 0.25% |
| $5,000,000 and above | 0.10% |