College Planning

A Pause for the Public Service Loan Forgiveness Program

Borrowers can submit applications and forms, but the Department of Education won’t process them until until a system update is completed in July.

Campus Unrest Heightens College-Planning Concerns

Families question options for higher learning as protests over the Israel-Hamas war escalate.

That Giant College ‘Sticker’ Price Isn’t What Most Students Pay

Fewer students are paying full price than in previous decades, but many don’t know how much they’ll actually pay.

Some Colleges Will Soon Charge $100,000 a Year. How Did This Happen?

A few dozen colleges and universities that reject the vast majority of applicants will probably arrive at this threshold within a few years.

Federal Student Aid Train Wreck Continues to Stress Families

Schools are extending admission acceptance deadlines after receiving months-late, error-plagued financial data from the Department of Education.

Money in College Savings Accounts Can Now Go Toward Retirement

Secure 2.0 allows up to $35,000 in a 529 account to be rolled over to a Roth individual retirement account, but a lot of rules apply.

‘Grandparent Trap’ Becomes ‘Grandparent Loophole’

Thanks to a law effective this year, money from grandparents won't count against the amount students can get for financial aid.

Is College Worth It?

With the high cost of college, more have questioned whether it's worth the price. Tell your clients: For most kids, the answer is still yes.

Will Families Pay Less With Two Students in College? Now, It Depends

The federal financial aid formula says many families should pay a lot more, but some schools may not stick families with higher bills.

Student Loan Forgiveness For Some Clients May Start Next Month

Federal student loan borrowers who took out smaller loan amounts may be eligible for debt cancellation sooner than they anticipated.

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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm

Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

Judge Halts Rule Capping Credit-Card Late Fees

A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.

Inflation, Economic Uncertainty Upending Retirement Dreams for Many

Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.

Perigon Wealth Management Appoints Head of Advisor Success and Integration

Maria Daley has more than 30 years of experience leading business development and relationship management teams.

SEC Wants RIAs to Verify Customer Identities

The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.

Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds

Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.

Families to Save $10 Billion Annually in Credit Card Late Fees

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.