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Weekend Reading For Financial Planners (July 11–12)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news...

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75% Of American Families Now Save For Education, New Report Finds

Key Points 75% of U.S. households reported saving for education in 2026, up from 72% in 2025 and 53% in 2015, according to ISS Market...

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How The Rich Justify Buying $9+ Million Homes They Barely Use

I toured a $9 million house in Honolulu to better understand the luxury housing market. I love real estate, and visiting nice homes for...

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Senators Propose Letting Students Use Financial Aid To Pay For CLEP And Prior Learning Exams

A new bipartisan Senate bill would let students put federal financial aid toward the cost of prior learning assessments. These include the...

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Bitget Review: Is This Crypto Exchange Worth It?

Investing in cryptocurrency and crypto assets is high risk. Don’t invest unless you’re prepared to lose all the money you invest. This...

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Best Student Loan Refinance Rates for July 9, 2026: Credible Leads At 3.63%

Student loan refinance rates have held steady throughout the first part of 2026 as the Fed has held interest rates steady. As of July 9,...

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PSLF Payments Must Now Be On Time Under Every Repayment Plan

Key Points Department of Education is increasing its direct monitoring of student loan servicers More accountability on companies via...

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Moody’s Cuts Brown University Outlook To Negative, Citing $1.7 Billion Debt Load

Moody’s Ratings revised Brown University’s outlook to negative from stable on July 2, warning that weak operating performance...

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Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl 194

Financial advisors often struggle with a frustrating reality: clients routinely delay important planning decisions even when the benefits...

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Why a Credit Union Might Be the Smartest Place to Get a Student Loan

When families map out how to pay for college, the conversation usually starts with federal loans and then jumps straight to the big...

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