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.
Number of Female CFPs Grew 3% in 2020
By Jeff BermanThe trend line is promising, but the field still has a long way to go to promote diversity, financial planner Melissa Brennan tells ThinkAdvisor.
January 08, 2021
PPP Reopens to New and Existing BorrowersCommunity financial institutions will be able to make First Draw PPP Loans on Monday.
January 05, 2021
How to Get PPP Loan Forgiveness for Small-Business Clients Under the New RulesThe year-end stimulus package included big changes to how the PPP loan forgiveness program works.
January 04, 2021
529 Plan Share Class Crackdown Yields $2.7M for ClientsRestitution and interest for owners of 529 plan accounts came from 19 firms, says FINRA.
December 30, 2020
Morgan Stanley to Return $1.7M in Excess 529 Plan Fees, InterestFINRA's self-reporting 529 plan share-class program includes $2.7 million in total restitution and interest paid to clients of 3,900 accounts.
December 30, 2020
How the New Stimulus Package Helps Individuals, Small BusinessesAlong with more PPP loans, the bill includes a 100% deduction for business meals provided by restaurants through year-end 2022.
December 29, 2020
What's Hurting the Financial Security of Older Americans?Center for Retirement Research looks at why today's retirees are less financially resilient to shocks like a major health event or spouse's death.
December 22, 2020
How Relief Package Impacts College Aid, Loan PaymentsAmong the many changes, it extends tax-free student loan payments by employers to employees and simplifies the FAFSA form.