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.
House Passes Bill to Extend PPP Loan Deadlines
By Melanie WaddellAmong other provisions, the bill extends the deadlines for forgivable expenses and repayment of the loans.
May 27, 2020
S&P: Small Businesses Still Hurting Despite PPPWhile the second round of loans are reaching a wider range of businesses, issues remain, the firm found.
May 26, 2020
Advisors Confused by SBA's New PPP Loan Forgiveness RuleOne head-scratcher: The rule doesn't jibe with the instructions in the loan forgiveness application, says Leon LaBrecque.
May 22, 2020
Honoring Advisors Who Serve(d): Memorial Day, 2020ThinkAdvisor's yearly compilation highlights 37 military veterans who also serve in the financial advisory industry.
May 21, 2020
Sen. Rubio Wants to Press Forward With Small-Business Loan ExtensionRepublicans and Democrats alike have heard from business owners worried about running out of money to pay their employees.
May 20, 2020
Treasury's Mnuchin Provides CARES Act UpdateTreasury and SBA have approved over 4.3 million loans to small businesses amounting to about $513 billion.
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.