College Planning/529 Plans

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Schumer Says Ending Student-Loan Pause Would Risk U.S. Recovery

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Student loan debt has almost doubled in the past decade, according to the Federal Reserve Bank of New York.

Muni Investors Are Still Fretting About The Future Of Higher Ed

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Education-related bonds make up about $340 billion of the muni market.

Older Americans Are On The Front Line Of The Student Debt Crisis

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Some took out loans to help their children, and could be well into their 90s before they're done repaying.

Consultant Tells Advisors To Help Clients In College Searches

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Advisors can help build relationships with clients by getting involved in the issue, he said.

529 Plans Still An Enigma To Many Americans, Survey Says

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Only one in three Americans are familiar with 529 college savings plans, the study found.

Frozen But Not Forgiven, U.S. Student Loans Are Coming Due Again Soon

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Americans now owe about $1.7 trillion of student debt, more than twice the size of their credit-card liabilities.

The Value Of 529 Savings Plans Remains A Best-Kept Secret

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Graduation season is the perfect time to talk with clients about education goals for their children.

Advisors Grapple With College Loan Misinformation

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The Covid pause on student loan repayments has helped, but it has also caused confusion about long-term plans.

Fewer U.S. College Grads Are Stuck With $25,000 Entry-Level Jobs

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It's still hard to come by jobs that pay more than $45,000 per year.

Tax Break Adds Perk To 529 College Plans

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The college savings plans can now be used as a tool to lower the size of wealthy clients' estates.

College Savings Pros And Cons

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Is college savings still worth it? A post-pandemic assessment.

Municipal Bonds May Be Poised For A Great 2021, Thanks To Policy Makers

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Stimulus and infrastructure spending combined with tax increases are heating up the municipal bond market.

Advisors Grapple With College Loan Misinformation

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The Covid pause on student loan repayments has helped, but it has also caused confusion about long-term plans.

Ex-Temple Business School Dean Charged With Faking Data For Rank

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Moshe Porat falsely boosted the school's ranking for online MBA programs to No. 1 four years in a row, prosecutors said.

IRS Extends Health, Retirement Contribution Deadline To May 17

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The guidance also extends the deadline of the three-year window to claim refunds from tax year 2017.

The Tools Of The Rich Propel Poor Kids Through College

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a growing body of research shows that social and emotional gaps are holding back many bright students.

Canceled Student Loans May Be Boon For Bonds

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Bond investors typically dislike when students prepay their loans early.

Finra Enforcement Fines And Restitution Surged In 2020

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Finra levied $57 million in fines last year, up from $40 million in 2019, said Eversheds Sutherland.

Advisor Ventures To A Mountaintop For Grieving Client

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When a beloved client passed away, her husband made a request that took advisor Christopher Bentley's breath away.

College Enrollment By U.S. Undergrads Drops 4.5% For Spring Term

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Covid-19 vaccines failed to bring more students back to campus, which adds to universities' financial strain.

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