CA takes a major step towards protecting student loan borrowers

CA takes a major step towards protecting student loan borrowers

Yesterday the California Assembly passed the “Student Loan Borrower Bill of Rights” that will attempt to create a detailed set of rules protecting individuals who have student debt.
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Joint Consolidation Loan Separation Act: Borrower Relief?

Joint Consolidation Loan Separation Act: Borrower Relief?

Today’s student loan borrowers hold a variety of different student loans, and each loan type presents distinct challenges. For example, one of the most problematic federal student loans
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Potential Advisor Liability For These Errors

Potential Advisor Liability For These Errors

We assume the recommendations given by financial advisors is accurate, ethical and responsible. In this post, we discuss areas where advisors may be providing damaging recommendations to clients with...
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Three Myths About Student Loan Forgiveness

Three Myths About Student Loan Forgiveness

Student loan forgiveness discussions are hot topics in the news and from popup businesses that pitch "forgiveness solutions" through TV,  Direct Mail, and Internet marketing. Here are some common...
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Senator Elizabeth Warren’s Student Loan Forgiveness Proposal

Senator Elizabeth Warren’s Student Loan Forgiveness Proposal

2020 Democratic presidential candidate Senator Elizabeth Warren has proposed a sweeping student loan forgiveness program that includes a range of cancelation measures. Among those are
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5 Student Loan Answers Financial Advisors Must Know

5 Student Loan Answers Financial Advisors Must Know

If I’ve said it once, I’ve said it a hundred times, “The answer to every student loan question is ‘it depends’”. Even so, financial advisors need ready answers for these most frequently asked student...
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Teachers and Student Debt: How advisors can help

Teachers and Student Debt: How advisors can help

There are over 3 million teachers with student loan debt. Unfortunately, many find it difficult to manage their payments along with other financial responsibilities. The average teacher salary in the...
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Student Debt: Can you trust a financial advisor?

Student Debt: Can you trust a financial advisor?

Certified Public Accountants and Enrolled Agents are among the most trusted professionals in America when it comes to financial advice. These two professions have higher ratings in large part because...
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What makes a financial advisor successful?

What makes a financial advisor successful?

There are many qualities that make a successful financial advisor: time management, marketability, knowledge and experience, sustainability and niche marketing. Perhaps the one that tops it all is...
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