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.
DOJ Has Charged 57 in PPP Loan Scams
By Melanie WaddellThe charges involve attempts to steal over $175 million from the forgivable loan program.
September 01, 2020
Mnuchin Says Stimulus Hopes Aren't Dead; House Inquiry Flags PPP Loan AbusesThe administration continues to work toward a bipartisan "Phase 4" relief package, the Treasury secretary says.
August 25, 2020
Advisors' Advice: You Don't Have to Major in Business to Be a Financial PlannerIn Part 2 of this series, we share stories from advisors who studied a non-financial field in college.
August 21, 2020
Moratorium on Student Loan Payments ExtendedStudent loan relief, set to expire after Sept. 30, will remain in place through the end of the year.
August 21, 2020
How an Orthodontist Teamed With His Advisor to Help Medical Pros Avoid 'Wealth Erosion'Orthodontist and advisor Mart McClellan and former Prudential advisor Tim Streid tell ThinkAdvisor how they advise their niche clients.
August 20, 2020
Justice Department Fights Effort to More Broadly Reveal PPP BorrowersNews organizations are suing to force the government to name recipients of loans under $150,000.
August 18, 2020
Client Communications Have Changed. Needs Have Not.Some changes to the ways advisors and clients communicate may be permanent, but advisors are adapting.
August 17, 2020
SBA Updates Paycheck Protection Program FAQsUpdated guidance weighs in on payment of fees to third parties as well as health care benefits.