College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
Student Loan Debt Relief: Recent Changes Advisors Should Know
By Ross Riskin and Michael FinkeThe CARES Act and other legislation brought payment suspensions, interest waivers and other forms of relief for borrowers.
February 01, 2021
Should Biden Forgive Student Loan Debt by Executive Order?Sens. Schumer and Warren want the president to use his executive powers to forgive $50,000 per student loan borrower.
January 27, 2021
SBA Takes Steps to Speed PPP Loan ReviewIt has approved more than 400,000 PPP loans for approximately $35 billion since the program reopened Jan. 11.
January 22, 2021
5 Predictions for Advisors in Biden's First YearThe first 12-18 months of Biden's term will be largely spent unwinding Trump-era rules, Morningstar's Aron Szapiro says.
January 20, 2021
Why You Should Offer Debt Reduction HelpOne way to increase consumers' retirement planning capacity may be to plug their financial leaks.
January 20, 2021
Biden Extends Student Loan Payment Halt, Orders Rethink of ESG RuleHis "Day One" list of executive actions calls for a review of several Trump-era rules, including Labor's restrictions on ESG investments in 401(k)s.
January 19, 2021
SBA Approved 60,000 PPP Loans Since Jan. 11As of Tuesday, the PPP is open to all participating lenders.
January 12, 2021
Number of Female CFPs Grew 3% in 2020The trend line is promising, but the field still has a long way to go to promote diversity, financial planner Melissa Brennan tells ThinkAdvisor.