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.
XY Planning Network Offers Virtual Internships
By Jeff BermanThe program is intended to help CFP students whose internships were canceled as a result of the coronavirus crisis.
April 08, 2020
A CARES Act Primer for Agents and AdvisorsHere's a program that could help your clients. And, maybe, you.
April 07, 2020
McConnell Pushes for Thursday Vote to Boost Small-Business Loan FundingTreasury Secretary Steven Mnuchin has asked for an additional $250 billion.
April 07, 2020
Stimulus Options to Help Small Business, Employees Stay AfloatThe CARES Act provides a fresh batch of aid, including help for small businesses and employees.
April 06, 2020
Melissa Joy on 'Triaging' Clients' Financial Issues From HomeIn this "go time" for financial advisors, support from family, friends and colleagues makes all the difference, the CFP says.
April 03, 2020
SEC's Chief Accountant Relaxes Some Corporate Reporting RulesThey include temporary suspension of GAAP standards for some loan modifications.
April 02, 2020
What RIAs Should Know About Stimulus' Paycheck Protection Loans: DeVoeAdvisors can tap the PPP, as well as express and disaster loans, to pay staff and other business costs during the COVID-19 pandemic.
April 01, 2020
Need Help Making Payroll? Forgivable Loan Program Could Help AdvisorsBut the program, part of the stimulus package, is "not simple," MarketCounsel's Brian Hamburger says.