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.
Latest PPP Loan Bill Has Not Reduced Confusion: Attorney
By Melanie WaddellMore guidance is needed immediately on the law Trump signed Friday, says former Joint Tax Committee lawyer Veena Murthy.
June 03, 2020
Senate Approves PPP Loan ChangesAmong several changes in the bill is an extension of the payment period to qualify for loan forgiveness.
June 03, 2020
RIAs Have Lingering Questions on PPP LoansLive Oak Bank's Mike McGinley suggests advisors applying for PPP loans consult CPAs and lawyers.
June 02, 2020
How an Advisor Handled 2 Tough Client Cases in Florida's Tourism MeccaIn one case, a death led to finding a new client, Dennis Nolte of Seacoast Investment Services tells ThinkAdvisor.
May 29, 2020
529 Plans Suffered in Q1 but Continue to EvolveThese plans were hit hard due not only to stock exposure but also to some riskier bond holdings, according to Morningstar.
May 29, 2020
Morgan Stanley to Launch Advisory 529 PlanAs the industry moves to goals-based planning tied to fees (and not commissions), this step "ties in perfectly," an executive said.
May 28, 2020
House Passes Bill to Extend PPP Loan DeadlinesAmong other provisions, the bill extends the deadlines for forgivable expenses and repayment of the loans.
May 28, 2020
PPP Loans Could Haunt AdvisorsTwo executives said that, while they themselves wouldn't judge, taking a PPP loan could complicate future M&A deals.