An Advisor’s Guide To Opening 530A “Trump Accounts”
July 4, 2026 saw the official launch of Sec. 530 “Trump Accounts” (TAs), a new type of ‘starter’ retirement account...
Guide To Temporary Expanded Public Service Loan Forgiveness (TEPSLF)
Key Points TEPSLF lets payments made on Graduated, Extended, and certain Consolidation repayment plans count toward the 120 payments needed...
DOJ Finds UC San Diego Medical School Discriminated By Race In Admissions
Key Points The Justice Department’s Civil Rights Division found that UC San Diego School of Medicine intentionally discriminated...
Best Student Loan Rates for July 21, 2026: Ascent, College Ave Lead At 2.19%
Student loan rates have are getting even more competitive as peak back to school season starts. As of July 21, 2026, private student loan...
DOJ Opens Civil Rights Investigation Into Harvard’s $630 Million In China-Based Funding
Key Points The Justice Department has opened a review to determine whether financial aid programs at Harvard funded by China-based donors...
4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsourcing All You Can Let Go Of: #FASuccess Ep 499 With Ryan Townsley
Welcome everyone! Welcome to the 499th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Ryan...
Federal Judge Rules Trump Administration Can’t Cancel Grants Over New Agency Priorities
Key Points A federal judge ruled that a five-word phrase in OMB regulations does not let agencies cancel grants because an...
Dollar Cost Averaging vs. Lump Sum Investing: Which Is Best?
Dollar-cost averaging is a simple but effective strategy for addressing stock market volatility. Instead of trying to time the market with...
Best High-Yield Savings Rates for July 20, 2026: Up to 4.15%
High-yield savings account rates have dropped heading into July, with many of the popular top options seeing large cuts last week, with one...
Seniors With Defaulted Student Loans Could Lose Over $2,000 A Year In Benefits
Senator Elizabeth Warren pressed Deputy Treasury Secretary nominee Francis Brooke at a Senate Finance Committee hearing over whether the...