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.
SBA Warns Big Firms Taking Small-Business Loans
By Melanie WaddellBig public companies should be prepared to prove that they actually need the money, the SBA says.
April 16, 2020
XY Planning Network Offers Virtual InternshipsThe program is intended to help CFP students whose internships were canceled as a result of the coronavirus crisis.
April 09, 2020
Fed Unleashes $2.3 Trillion Muni, Business Aid PlanIn the Main Street Lending Facility, eligible borrowers can have up to 10,000 employees or up to $2.5 billion in revenue.
April 08, 2020
More Student Loan Debt Relief on the WayThis time for borrowers with private loans, in New York state and possibly beyond.
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.