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The Complete Guide to the SAVE Plan and Your Options as a Borrower

For the roughly 7.7 million student loan borrowers enrolled in the SAVE plan, the past year has been defined by uncertainty after lawsuits halted the program in June 2024. Before we break down your options, here’s a simple, scannable breakdown of the most critical updates based on guidance from the Department of Education. Your payments ... Read more

5 Min Read

The passive income trap: Why total return is a smarter strategy for 2025

For many investors the appeal of creating passive income from their portfolio is strong. The idea of generating a steady stream of cash flow from income-based investments is intuitively attractive. However, focusing too narrowly on income can often lead to unintended consequences, such as lower long-term growth and tax inefficiencies. A more effective approach for ... Read more

5 Min Read