Quick Summary The primary product is a Junior Roth IRA, which allows you to save in a tax-advantaged 529 and eventually roll it over into a...

Student loan refinance rates have held continued to hold as the Fed has held interest rates steady. As of July 23, 2026, student loan...

Key Points H.R. 8781 amends the Education Amendments of 1972 to add statutory definitions of “sex,” “male,” and...

Recently, I shared a sample budget of a family of four earning $408,000 a year on Twitter, the amount third-party data deems necessary to...

In the time between review meetings, advisors are often busy doing work for clients (such as portfolio analysis or reviewing insurance...

Key Points A new analysis of more than 400,000 voters from the Cooperative Election Study (2016–2025) identifies a distinct and growing...

Americans now marry at around age 29 to 30 on average, right in the window when student loan balances are still large. With more than 42...

Certificates of deposit (CDs) have seen rates rising even more, despite major banks lowering the rates on theri savings accounts.  As of...

Key Points More than 80 House Democrats sent a letter to Education Secretary Linda McMahon demanding the Department abandon plans to move...

Key Points In the first year of eligibility, 150 young adults directed $349,550 from their accounts to 70 trade schools, colleges, and...