Multigenerational Student Loan Planning: A New Era for Financial Advisors
Across the country, financial planners are seeing a rapid shift in how families approach higher education and long-term financial strategy. For the first time in modern U.S. history, multigenerational dynamics sit at the center of financial planning and student loans are one of the primary drivers. As federal repayment resumes and new regulations take shape, […]
From Pre-College Planning to Student Loan Repayment: The Natural Next Step for Forward-Thinking Advisors
If you’re a College Financial Consultant or a financial advisory firm offering pre-college planning services, you already understand how deeply education decisions impact families’ financial futures. But the journey doesn’t end when a student graduates, student loan repayment planning extends your scope of service, creating a seamless continuum of support from admission to repayment. In […]
The Untapped Goldmine Most Financial Advisors Haven’t Discovered Yet — But Should
There are 44 million student loan borrowers in the United States today. Meanwhile, there are just about 100,000 Certified Financial Planners (CFPs) in the country. That’s a staggering ratio — more than enough business to go around for every advisor and firm. Yet, for reasons unknown, many firms are still avoiding the opportunity that could […]
Student Loan Forgiveness Delayed, Interest Resumes: What Advisors Must Know in August 2025
Millions of borrowers are stuck in limbo with rising balances and delayed relief as new changes take hold. IBR forgiveness is paused, SAVE Plan interest resumes August 1, and processing delays are piling up. Advisors need to act now to reassess repayment strategies and protect client progress. Finology Software makes it easy to identify impacted […]