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Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Family Life & Transitions

    August 25, 2025

    Student Loans After the One Big Beautiful Bill Act: What Families Need to Know

    Back-to-school season is here! For student loan borrowers, this year comes with big changes. On July 4, 2025, the One Big Beautiful Bill Act became law, with several changes to the federal student loan system. While some are already in effect, others kick in starting 2026, giving borrowers time to adjust their game plan. In this article, Wealth Advisor Becca Craig shares how to get ahead of the changes.

    Read the article

  • December 09, 2024

    Student Loan Repayment Outlook: What You Need to Know

    Navigating the ever-changing student loan landscape can be a challenge, especially with a new administration taking office next year. By putting in place a solid strategy now, borrowers can set themselves up for smoother repayments in 2025.

    Read the article

  • Next Gen

    August 15, 2023

    Tips for Students on Avoiding Student Loans and Credit Card Debt

    Savvy strategies for high school and college students to avoid student and credit card debt and position yourself for financial independence post-graduation and beyond.

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  • April 10, 2023

    Timely Strategies to Get Ahead of Student Loan Repayments

    While you can’t control the legal battles over student loan forgiveness, you can take advantage of several student loan programs in 2023.

    Read the article

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