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.
A 529 College Savings Day Unlike Any Other
By Bernice NapachThe college experience may be changing, but the need to save and invest for it isn't.
May 22, 2020
Honoring Advisors Who Serve(d): Memorial Day, 2020ThinkAdvisor's yearly compilation highlights 37 military veterans who also serve in the financial advisory industry.
May 21, 2020
Sen. Rubio Wants to Press Forward With Small-Business Loan ExtensionRepublicans and Democrats alike have heard from business owners worried about running out of money to pay their employees.
May 20, 2020
Treasury's Mnuchin Provides CARES Act UpdateTreasury and SBA have approved over 4.3 million loans to small businesses amounting to about $513 billion.
May 18, 2020
Treasury, SBA Release PPP Loan Forgiveness ApplicationPlanner and CPA Leon LeBreque said that he was "excited" to see the guidance, but there are "still holes."
May 18, 2020
J.P. Morgan to Liquidate Six ETFs: Portfolio ProductsAlso, MSCI launches five innovation-focused indexes.
May 15, 2020
COVID-19's Economic Fallout Hits Millennials Hard: SurveyThey will need to make some difficult financial decisions in the next few months if the crisis continues, a survey found.
May 14, 2020
Does New PPP Loan Guidance Give Borrowers a License to Steal?The SBA's assertion that it will not challenge the good-faith certification on loans under $2 million has sparked debate.