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.
PPP Loans Under $50K Get a Simpler Forgiveness Application
By Melanie WaddellRaymond James policy analysts called the move "not what we were hoping for" but "a significant step."
September 28, 2020
Majority of Young American Adults Now Live With ParentsIt's a bigger share than at the height of the Great Depression, according to Pew Research.
September 23, 2020
More Families Are Saving for College, But They Aren't Saving Enough: FidelityMany are concerned about the impact of the pandemic on those savings, according to a new Fidelity study.
September 23, 2020
As Stimulus Talks Break Down Again, Rubio Ramps Up PPP Loan QueryJPMorgan's Dimon pressed on PPP loan misuse; pre-election stimulus package doubtful.
September 21, 2020
Why Planning-Led Advisors Are Better Positioned in a PandemicWhen the stock market plummeted as a result of COVID-19 and the economic uncertainty it created, financial advisors saw an uptick in the number of investment-focused clients looking for advice.
September 15, 2020
NY, NJ Reach Settlements on Predatory Student Loan PracticesAlso, California enacted a law protecting assets in a state-sponsored 529 plan from creditors.
September 14, 2020
10 Best College Business Programs of 2020: U.S. NewsU.S. News and World Report surveyed deans and senior faculty members at 511 business schools.
September 14, 2020
PPP Loan Recipients Are Lawyering UpDefense lawyers say they are getting calls from PPP loan recipients who have been contacted by investigators, or fear they may face charges.