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.
Hightower Expects 'Material Revision' to $1.2M Set Aside for 529 Plan Overcharges
By Jeff BermanThe firm said it would participate in FINRA's 529 Plan Share Class Initiative.
June 24, 2020
Navigating the Twists in PPP's Loan Forgiveness RulesWe have recently learned that elements of the SBA's emerging guidance may be effective retroactively.
June 17, 2020
SBA Issues Revised PPP Loan Forgiveness ApplicationIt also released an EZ application, requiring fewer calculations and less documentation, for eligible borrowers.
June 15, 2020
SBA Reopens Disaster Loan PortalMeanwhile, Democrats pressed Treasury chief Mnuchin and SBA to provide the names of all recipients of PPP loans.
June 09, 2020
FPA's Virtual Externship Hosts 1,950 ParticipantsCFP professionals are providing instruction on eight financial planning modules.
June 08, 2020
Latest PPP Loan Bill Has Not Reduced Confusion: AttorneyMore guidance is needed immediately on the law Trump signed Friday, says former Joint Tax Committee lawyer Veena Murthy.
June 05, 2020
Why Planning-Led Advisors Are Better Positioned During a PandemicClients with a financial plan are seven times happier than those without, which suggests the added benefit planning can provide.
June 05, 2020
Josh Brown's Advice to New Advisors: Start Locally, Pick LinkedIn Over TwitterDuring a BNY Mellon | Pershing webcast, he and Dynasty's Shirl Penney also stressed the importance of SEO.