Student Loan Debt
How advisors can help clients understand the burden of student loan debt and the best ways to reduce, eliminate or manage the debt load.
June 03, 2020
Senate Approves PPP Loan ChangesAmong several changes in the bill is an extension of the payment period to qualify for loan forgiveness.
June 03, 2020
RIAs Have Lingering Questions on PPP LoansLive Oak Bank's Mike McGinley suggests advisors applying for PPP loans consult CPAs and lawyers.
June 02, 2020
How an Advisor Handled 2 Tough Client Cases in Florida's Tourism MeccaIn one case, a death led to finding a new client, Dennis Nolte of Seacoast Investment Services tells ThinkAdvisor.
May 28, 2020
House Passes Bill to Extend PPP Loan DeadlinesAmong other provisions, the bill extends the deadlines for forgivable expenses and repayment of the loans.
May 28, 2020
PPP Loans Could Haunt AdvisorsTwo executives said that, while they themselves wouldn't judge, taking a PPP loan could complicate future M&A deals.
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 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."