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.
SBA Will Accept New PPP Loan Applications on Monday
By Melanie WaddellA 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 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.
April 16, 2020
XY Planning Network Offers Virtual InternshipsThe program is intended to help CFP students whose internships were canceled as a result of the coronavirus crisis.
April 09, 2020
Fed Unleashes $2.3 Trillion Muni, Business Aid PlanIn the Main Street Lending Facility, eligible borrowers can have up to 10,000 employees or up to $2.5 billion in revenue.
April 08, 2020
More Student Loan Debt Relief on the WayThis time for borrowers with private loans, in New York state and possibly beyond.
April 08, 2020
A CARES Act Primer for Agents and AdvisorsHere's a program that could help your clients. And, maybe, you.
April 07, 2020
McConnell Pushes for Thursday Vote to Boost Small-Business Loan FundingTreasury Secretary Steven Mnuchin has asked for an additional $250 billion.