Uncategorized Views: 10

576,000+ Borrowers Still Stuck in Student Loan Repayment Plan Backlog

Key Points A court filing shows 576,609 borrowers remain stuck in a repayment plan processing backlog, down from 1.4 million in July 2025....

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200,000 Borrowers Await Ninth Circuit Ruling on $12 Billion Student Loan Settlement

Exterior view of the United States Court of Appeals, Ninth Circuit Key Points The Ninth Circuit Court of Appeals heard arguments today on...

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Uncategorized Views: 18

Spousal IRA: How Non-Working Spouses Can Still Save for Retirement

Key Points A non-working spouse can contribute up to an IRA, as long as the household has enough earned income to cover the contribution....

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Uncategorized Views: 11

Stay Humble After a Large Investment Win: Scrub A Toilet

The Fundrise venture capital product, VCX, listed on the NYSE on Thursday, March 19, 2026, to remarkable success. It had a NAV of about $19...

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Weekend Reading For Financial Planners (March 21–22)

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

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This Week In College And Money News: March 20, 2026

Colleges are facing mounting pressure from multiple directions: federal policy, financial strain, and shifting student behavior. This...

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Uncategorized Views: 21

What Is QuestBridge? Get Matched With Top Schools

Quick Summary Provides access to top schools for high-achieving, lower-income students Free to apply to top colleges Strong community...

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Treasury Department Takes Over Student Loan Collections From Dept Of Education

Key Points Department of Education is transferring responsibility for defaulted student loan collections to the Department of Treasury....

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Communicating The Value Of Financial Planning That Clients Don’t Come For In The First Place: Kitces & Carl 186

Financial advisors often describe their value in terms of investment performance, tax efficiency, or comprehensive planning. Yet, when...

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A 5-Step Framework To Get More Out Of Discovery Meetings And Uncover What Clients Really Want

Financial advisors often begin new client relationships with a long checklist of logistical onboarding tasks – transferring accounts,...

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