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.
Client Communications Have Changed. Needs Have Not.
By Joseph FinoraSome changes to the ways advisors and clients communicate may be permanent, but advisors are adapting.
August 05, 2020
Carson Group to Give $500K for Next-Gen Black CFPsThe RIA is working with the AAAA Foundation to support financial planning programs at historically black colleges and universities.
August 05, 2020
9 Pieces of Bad Money Advice Your Clients' Neighbors Are TakingWhen clients feel the urge to keep up with the Joneses, try reminding them how the Joneses likely got so far "ahead."
August 05, 2020
Sen. McConnell Sends Mixed Signals on $600 Jobless PaymentsHe called a full extension "unfair" and "bad economics" Wednesday after signaling Tuesday that he might accept that provision.
July 31, 2020
New York Fed: Gap Year From College Could Have Lifelong CostsMeanwhile, the direct and indirect costs of attending college right now are relatively low, analysts find.
July 29, 2020
Banks Report Pervasive Fraud From COVID-19 Loan ProgramHundreds of banks and credit unions express serious concerns about suspicious activity, the SBA's Office of Inspector General says.
July 24, 2020
Morningstar Changes Ratings Framework for 529 PlansDistinctions between advisor-sold and direct-sold plans will be eliminated.
July 20, 2020
AICPA Launches PPP Loan Forgiveness ToolThe platform automates the forgiveness process for small-business owners who received PPP funds.