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.
Mnuchin Says Stimulus Hopes Aren't Dead; House Inquiry Flags PPP Loan Abuses
By Melanie WaddellThe administration continues to work toward a bipartisan "Phase 4" relief package, the Treasury secretary says.
August 21, 2020
How an Orthodontist Teamed With His Advisor to Help Medical Pros Avoid 'Wealth Erosion'Orthodontist and advisor Mart McClellan and former Prudential advisor Tim Streid tell ThinkAdvisor how they advise their niche clients.
August 20, 2020
Justice Department Fights Effort to More Broadly Reveal PPP BorrowersNews organizations are suing to force the government to name recipients of loans under $150,000.
August 18, 2020
Client Communications Have Changed. Needs Have Not.Some changes to the ways advisors and clients communicate may be permanent, but advisors are adapting.
August 17, 2020
SBA Updates Paycheck Protection Program FAQsUpdated guidance weighs in on payment of fees to third parties as well as health care benefits.
August 17, 2020
Advisors' Advice: What Was Your College Major? — Part 1For our first of two articles, advisors with finance-related degrees told us how their educations prepared them for their current roles.
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."