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How America Plans for College 2026: Key Stats

Key Points 95% of U.S. high school students plan to continue their education after graduation, and 82% of families say it will be worth the...

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Cosigner Release on Private Student Loans: The Truth

Key Points 90% denial rate: The Consumer Financial Protection Bureau found that roughly 9 out of 10 borrowers who applied for cosigner...

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Top 1% Income vs. Top 1% Net Worth: Which Is Harder to Achieve?

Here is a question worth sitting with: which is actually harder to achieve, a top 1% income or a top 1% net worth? Most people assume...

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How I Bought My First Rental Property and What Beginners Should Know

Do you want to learn how to buy your first rental property? Rental properties can be a great way to build wealth, create passive income,...

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Navigating Sensitive Topics With Clients: 3 Tools To Get Them To Open Up About Planning Hurdles

When it comes to learning about a client, some topics can be easier for financial advisors to raise than others. For instance, while a...

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Education Department’s New Rules May Block PAYE Enrollment Before July 1 Deadline

Federal student loan borrowers wanting to enroll in the Pay As You Earn (PAYE) plan as their next move after SAVE may have a much narrower...

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Credit Union Student Loans: Guide To Direct vs. Partner Programs

Key Points The credit union private student loan market splits into three models: credit unions that originate their own loans, credit...

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College Students Expect $80,000 Starting Salaries — The Real Number Is $24,000 Less

College students graduating this spring expect to earn $80,004 one year after graduation. The actual average is $56,153 — a $23,851 gap...

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Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year: #FASuccess Ep 488 With Joe Schmitz Jr.

Welcome everyone! Welcome to the 488th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Joe Schmitz...

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Best Investment Accounts For Teens In 2026

Teaching a teen to invest is one of the highest-return moves a family can make to build generational wealth. A few hundred dollars invested...

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