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.
PPP Loan Distribution Doesn't Reflect Need: New York Fed
By Bernice NapachResearchers found a surprising explanation for the disparity.
April 28, 2020
Yes, Advisors Should Report PPP Loans on Form ADVWhile new SEC guidance raises questions, advisors should err on the side of disclosure, Leon LaBrecque and Jeff Levine tell ThinkAdvisor.
April 27, 2020
Gerald Celente: State Lockdowns Are a Destructive MistakeThe controversial forecaster tells ThinkAdvisor why he thinks "the worst is yet to come" in the virus' economic fallout.
April 24, 2020
SBA Will Accept New PPP Loan Applications on MondayA number of smaller RIA firms "have applied or are interested in applying for PPP loans, given the economic uncertainty." said Karen Barr of the Investment Adviser Association.
April 24, 2020
7 Programs That Got $881B in Rescue Aid (So Far)From airlines to small businesses, here's where money in the CARES Act has been spent.
April 23, 2020
SBA Warns Big Firms Taking Small-Business LoansBig public companies should be prepared to prove that they actually need the money, the SBA says.
April 21, 2020
Possible Data Breach Affected Some COVID-19 Loan Applicants: SBAThe private data of nearly 8,000 small-business applicants may have been exposed to others, the agency stated.
April 20, 2020
College Student Aid: Another Tax-Free Benefit of the CARES ActEmergency financial aid to college students will not be taxed, says student aid expert Mark Kantrowitz.