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.
Student Loan Refinancer SoFi Said to Report $200 Million Q2 Loss
By Selina WangThe privately held company has disclosed quarterly revenue or earnings to its investors since Q3 2017.
August 01, 2018
The Most Googled Financial Questions, by StateHere's what Americans really want to know about their money, according to an analysis by Liberty Bank.
August 01, 2018
Wells Fargo to Pay $2.09 Billion to End U.S. Mortgage ProbeInvestors suffered billions of dollars in losses on securities that contained the debts.
July 30, 2018
How to Rein In a Client Who Strikes It RichAdvisors have to be the reality check when a client comes into a windfall, but what's the best method to be heard?
July 30, 2018
IRS, Treasury to Issue 529 Plan RegsThe regulations will reflect tax law changes affecting 529 plans as they relate to tuition refunds, K-12 education and rollovers to an ABLE account.
July 27, 2018
How Collateralized Loans Can Help Clients Satisfy Short-Term Capital NeedsA long-term financial plan doesn't have to get derailed when life presents emergency capital needs.
July 26, 2018
Education Department Wants to Limit Debt Relief for Defrauded StudentsThe departments proposal would require, among other things, that students prove institutions intended to defraud borrowers.
July 25, 2018
US Personal Loans Surge to a Record HighTransUnion reports that personal loans rose about 18% in Q1 and are now the fastest growing U.S. consumer-lending category.