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...
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...
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...
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...
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...
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,...
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...
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...
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...
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...