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.
How an Advisor Handled 2 Tough Client Cases in Florida's Tourism Mecca
By Jeff BermanIn 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 28, 2020
A 529 College Savings Day Unlike Any OtherThe college experience may be changing, but the need to save and invest for it isn't.
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 22, 2020
Honoring Advisors Who Serve(d): Memorial Day, 2020ThinkAdvisor's yearly compilation highlights 37 military veterans who also serve in the financial advisory industry.
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.