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Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.
January 5 -
The year saw both progress and problems, from glitches in the Inflation Reduction Act to a controversial new rule for advisors.
December 26 -
New research shows just how big an obstacle student debt has become to Americans' nest eggs.
September 20 -
Dan Macklin, president of Summer, explains how employers and employees can tackle their student loans next month.
September 5 -
Americans owe over $1.6 trillion on federal student loans, and repayment starts this fall. There are options for blunting the burden on clients.
August 23 -
A New York woman says she can move out of her parents' place or pay off her loans — but not both. Is there a way out?
July 31 -
Anna N'Jie-Konte discusses how advisors can grow their business by offering customized services to student loan borrowers and their families.
July 27 -
Decisions about which type of repayment plan to use and whether to file jointly or separately carry important implications for borrowers, experts said.
July 21 -
To pay for their kids' education, many Americans are postponing their golden years — or cracking open their 401(k)s.
July 14 -
Americans with student loans still have options. Here's what they should know.
July 12 -
After three years of student loan forbearance, the passing of the debt ceiling bill guaranteed the expiration of the freeze this fall.
June 22 -
High debt, paired with persistent income inequality, has left LGBTQ employees unprepared for retirement.
June 20 -
The legislation, initiated by congressional Republicans, would have thwarted the president's executive action to cancel billions in student debt.
June 9 -
Securing higher education for your child while saving for retirement is no mean feat, as an advisor with firsthand experience juggling the two challenges explains.
May 18
Harris & Harris Wealth Management Group -
New provisions increase the ways workers can contribute toward their futures and employers can invest in their workforce's financial wellness.
March 16
ADP Retirement Services -
As early as this summer, some seniors could see their benefits garnished to pay off old loans.
February 8 -
After months of delay, Congress has passed its landmark retirement legislation. Here's what advisors should know about it.
December 23 -
If the program ultimately moves forward, tax professionals should know about the rules when advising their clients.
December 14
Friedlich Law Group -
The short-term loans surged in popularity during the pandemic thanks to consumers who were flush with extra cash and limited to shopping online.
November 1 -
When President Biden unveiled his plan for student debt relief, borrowers had many questions about what they needed to do. Now, a month later, there are some answers.
September 19
















