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 Forgiveness: SBA Offers Relief for Small Loan Recipients
By Robert Bloink | William H. ByrnesClients who borrowed $50,000 or less are eligible and should be advised about what this valuable option can (and cannot) do.
October 22, 2020
PPP Loan Forgiveness Guidance: What Does It All Mean?Some guidance will work in favor of certain owner-employees, while others may be surprised when they have trouble qualifying for loan forgiveness.
October 21, 2020
Democrats Block Votes on GOP Stimulus, PPP Bill in SenateMcConnell planned a vote on the $500 billion GOP plan even as Speaker Pelosi and the White House continued to negotiate.
October 15, 2020
More Investors Turn to Financial Advisors During PandemicA new Oval Office occupant in January would not affect investment advice to clients, a survey found.
October 13, 2020
Fidelity Hiring 4,000 Workers, Including AdvisorsThe firm plans to hire thousands of financial advisors, licensed reps and customer service employees over the next six months.
October 13, 2020
XY Planning Unveils New Advisor PortalThe group also announced a partnership with the Association of African American Financial Advisors to help attract Black financial planners.
October 12, 2020
20 Worst Paying College Majors (That Aren't Education): 2020Many graduates with these majors experience tepid salary growth, even a decade into their careers.
October 12, 2020
Allianz Life Expands Risk Management Services for RIAs: Portfolio ProductsAlso, SS&C ALPS Advisors widens its business into semi-transparent ETFs.