Student Loan Debt
How advisors can help clients understand the burden of student loan debt and the best ways to reduce, eliminate or manage the debt load.
Watch Out for These 6 Tax Traps in 2026
By Roger WohlnerDon't let recent tax changes catch your clients by surprise.
May 01, 2025
Two Big Ways Federal Student Loans Could Change for ClientsThe biggest changes to education funding in decades could be on the horizon, Ross Riskin warns.
December 04, 2024
How Debt Is Inhibiting Americans’ Retirement Saving: StudyPaying off debt is especially important to Gen Xers, Allianz Life found.
August 29, 2024
Housing Wealth Puts Millennials Closer to Retirement ReadinessEarlier generational shortfalls have closed thanks to a big jump in the value of their homes.
August 27, 2024
IRS Issues FAQs on Student Loan Repayment Matching in Retirement PlansThe Secure 2.0 Act permits employers to match student loan repayments through retirement plan contributions.
August 02, 2024
12 Worst States for Student Loan Debt: 2024College loans now total $1.6 trillion, with each of the nation's 42.8 million borrowers owing nearly $38,000 on average.
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and BeyondHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.
April 09, 2024
Younger Investors Are Optimistic About Their Finances, But Want HelpA recent poll finds most Gen Zers and millennials are asking for financial advice but not always from advisors.