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.
Moratorium on Student Loan Payments Extended
By Bernice NapachStudent loan relief, set to expire after Sept. 30, will remain in place through the end of the year.
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.
August 17, 2020
Advisors' Advice: What Was Your College Major? — Part 1For our first of two articles, advisors with finance-related degrees told us how their educations prepared them for their current roles.
August 05, 2020
Carson Group to Give $500K for Next-Gen Black CFPsThe RIA is working with the AAAA Foundation to support financial planning programs at historically black colleges and universities.
August 05, 2020
9 Pieces of Bad Money Advice Your Clients' Neighbors Are TakingWhen clients feel the urge to keep up with the Joneses, try reminding them how the Joneses likely got so far "ahead."
August 05, 2020
Sen. McConnell Sends Mixed Signals on $600 Jobless PaymentsHe called a full extension "unfair" and "bad economics" Wednesday after signaling Tuesday that he might accept that provision.
July 31, 2020
New York Fed: Gap Year From College Could Have Lifelong CostsMeanwhile, the direct and indirect costs of attending college right now are relatively low, analysts find.