Jerilyn Klein Bier

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IRS Concern Over Identify Thieves Could Delay College Aid

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Clients with college-age children applying for financial aid may see a big increase in their stress levels.

West Palm Beach, Fla., Sees Itself As 'Wall Street Of The South'

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An increasing number of financial professionals are moving to the sunny high-net-worth enclave to set up shop.

Shareholders Ready To Fight For 'Hard-Won Gains'

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Efforts to roll back shareholder rights are under way.

College Math

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Families can implement many strategies to cut college costs—if they know about them.

Efforts Aim To Double Number Of African-American Advisors

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A new scholarship program is part of a broader effort to double the number of African-American advisors.

Ending The Student Loan Crisis One Family At A Time

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An advisor with a big interest in college funding has started sharing his knowledge and tools with peers.

New Legislation Could Boost Effectiveness, Popularity Of 529 Plans

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It would remove restrictions on investment changes and make it easier for employers to set up payroll deductions.

N.J. Is Discharging Loans For Families Of Deceased Students

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Until a recent change, New Jersey would often require a parent cosigner to pay off a student loan of a child who died.

Putting College Savings On Autopilot Yields The Best Result

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Using an automatic investing feature is one of the best things families with 529 plans can do, says one expert.

RIA Presses Google, Facebook To Address 'Fake News'

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It's concerned the companies may lose their users' trust and may jeopardize long-term shareholder wealth.

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