Browsing Tag
Laurel Taylor
5 posts
Schwab, Candidly Team Up to Provide Student Loan Retirement Matching Resources
Collaboration also expands Schwab Retirement Plan Services’ debt management and college planning capabilities
May 1, 2025
Student Loan Retirement Match Program Making a Big Impact at Candidly
SECURE 2.0-enabled solution driving significant increases in retirement plan participation and employer match maximization, reveals provider’s 2024 Annual Impact Report
February 14, 2025
Unforgiven: Supreme Court Strikes Down Biden’s Student Loan Forgiveness Plan
6-3 opinion released today means federal student loan borrowers still on the hook for full amount with payments set to resume in October
June 30, 2023
Candidly Raises $20.5 Million in Funding
The student debt platform helps its users pay down student debt while optimizing retirement and emergency savings
March 7, 2023
Great SECURE 2.0 Advice for Advisors: VCI Industry Leaders Summit
Pete Swisher, Bonnie Treichel and Laurel Taylor dish out timely tips during a weekend session at the Viking Cove Advisor Alliance Industry Leaders Summit
February 6, 2023