Uncategorized

Uncategorized Views: 1

Best Student Loan Refinance Rates for April 16, 2026: Credible Leads At 3.66%

Student loan refinance rates have held steady throughout the first part of 2026. As of April 16, 2026, student loan refinance lenders are...

Read More

Uncategorized Views: 3

The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl 188

Advisors approaching retirement often face a fundamental planning challenge: how to convert the value of their firm into a reliable...

Read More

Uncategorized Views: 2

Democratic Senators File Resolution to Block Trump PSLF Employer Restrictions

A group of Democratic senators led by Tim Kaine (D-VA), Kirsten Gillibrand (D-NY), and Cory Booker (D-NJ) introduced a Congressional Review...

Read More

Uncategorized Views: 1

SEP IRA Contribution Limits For 2026

The SEP IRA allows you to contribute up to 25% of your compensation, or up to $72,000 in 2026.  Remember, you can contribute to your SEP...

Read More

Uncategorized Views: 2

Everbank Review: Pros, Cons, And Alternatives

EverBank is a well known online banking brand that offers competitive savings account rates. When it comes to finding a good banking...

Read More

Uncategorized Views: 2

89,720 PSLF Buyback Applications Are Pending — But Many Borrowers Won’t Need Them

The PSLF Buyback backlog grew to 89,720 pending applications in March, according to the latest court-ordered status report (PDF File) filed...

Read More

Uncategorized Views: 1

554,000 Borrowers Still Stuck in Student Loan Repayment Backlog Despite Record Processing

The Department of Education processed more IDR applications in March than any month since court-ordered tracking began, cutting the pending...

Read More

Uncategorized Views: 1

New Bills Propose Lowering Federal Student Loan Rates Starting July 2026

Two bills introduced in Congress last month propose sharply cut federal student loan interest rates: one to 0%, the other to a fixed 2%....

Read More

Uncategorized Views: 1

Why The SEC May No Longer Allow “Hedge Clauses” In Client Advisory Agreements (And How To Replace Them Compliantly)

Advisory firms often rely on long-standing Investment Management Agreement (IMA) templates that include liability waivers without...

Read More

Uncategorized Views: 1

Why You Shouldn’t Name Minor Children As Beneficiaries

Key Points Insurance companies and financial institutions cannot legally pay a death benefit directly to a minor child. If you name your...

Read More
Close