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.
Honoring Advisors Who Serve(d): Memorial Day, 2020
By Ronald PechtimaldjianThinkAdvisor's yearly compilation highlights 37 military veterans who also serve in the financial advisory industry.
May 18, 2020
Treasury, SBA Release PPP Loan Forgiveness ApplicationPlanner and CPA Leon LeBreque said that he was "excited" to see the guidance, but there are "still holes."
May 18, 2020
J.P. Morgan to Liquidate Six ETFs: Portfolio ProductsAlso, MSCI launches five innovation-focused indexes.
May 15, 2020
COVID-19's Economic Fallout Hits Millennials Hard: SurveyThey will need to make some difficult financial decisions in the next few months if the crisis continues, a survey found.
May 14, 2020
Does New PPP Loan Guidance Give Borrowers a License to Steal?The SBA's assertion that it will not challenge the good-faith certification on loans under $2 million has sparked debate.
May 14, 2020
AICPA Creates PPP Loan Forgiveness CalculatorThe goal is to resolve remaining issues that created a "major stumbling block" to the program's implementation, it says.
May 12, 2020
Record Low Student Loan Rates Expected in the FallRates for undergraduate, graduate and PLUS loans are expected to drop 178 basis points.
May 08, 2020
LPL Provides $1M in Financial Support: Coronavirus Aid RoundupCaptrust, Comerica, U.S. Bancorp and Bank of America are among other companies offering COVID-19 relief.