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.
We Asked, Advisors Answered: How Can the Industry Increase Diversity?
By Bernice NapachEx-FPA President Frank Paré, Lazetta Rainey Braxton and others gave ThinkAdvisor their recommendations.
June 29, 2020
Hightower Expects 'Material Revision' to $1.2M Set Aside for 529 Plan OverchargesThe firm said it would participate in FINRA's 529 Plan Share Class Initiative.
June 25, 2020
Americans With Student Debt Owe $24,155 on AverageFour in 10 debt holders didn't understand the implications of taking a student loan, Northwestern Mutual study finds.
June 25, 2020
Next Round of Stimulus Likely in Early AugustAmerican Institute of CPAs' study found that 56% of business executives sought Paycheck Protection Program relief funds.
June 24, 2020
Navigating the Twists in PPP's Loan Forgiveness RulesWe have recently learned that elements of the SBA's emerging guidance may be effective retroactively.
June 17, 2020
SBA Issues Revised PPP Loan Forgiveness ApplicationIt also released an EZ application, requiring fewer calculations and less documentation, for eligible borrowers.
June 15, 2020
SBA Reopens Disaster Loan PortalMeanwhile, Democrats pressed Treasury chief Mnuchin and SBA to provide the names of all recipients of PPP loans.
June 09, 2020
FPA's Virtual Externship Hosts 1,950 ParticipantsCFP professionals are providing instruction on eight financial planning modules.