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#FASuccess Ep 409: Adding 1,400 New Clients In A Year As An Extension Of Doing (Profitable) Student Loan Consulting At Scale, With Travis Hornsby

Nerd's Eye View

Travis is the founder of Student Loan Planner, an RIA and student loan consulting company based in Chapel Hill, North Carolina that serves nearly 1,400 households with ongoing financial planning (as well as consulting with over 15,000 clients on student loan debt).

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Tax Strategies for High-Income Earners 2025

Yardley Wealth Management

Key deductions include: Mortgage interest payments on primary and secondary residences Property tax deductions (subject to SALT limitations) Home office deductions for qualifying spaces Maximizing Retirement Account Benefits Take full advantage of tax-advantaged retirement accounts to reduce your current tax burden: Contribute the maximum allowed to (..)

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Your Future, Your Way: Navigating Estate & Retirement Planning as an Investor

Zoe Financial

Have I run scenario models that include medical and longevity risks? FAQs: Understanding the Basics How much should I contribute to my retirement plan? It depends on your income, timeline, and broader financial picture. High earners often use multiple vehicles, like IRAs, taxable accounts, or deferred compensation plans.

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Intel Severance Package: Your Complete Guide & Action Plan

Cordant Wealth Partners

Tax planning for a transition out of Intel is critical. Medical It’s typical to get a year of COBRA as part of your separation package at Intel, which pays for continued health insurance coverage and allows you to stay on your Intel plan. 18 months of coverage is being offered for COBRA plus a $20k Healthcare bonus.

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Intel Severance Package: Your Complete Guide & Action Plan

Cordant Wealth Partners

Severance (or layoff) packages at Intel have three main components: Income, Medical, and Stock. Tax planning for a transition out of Intel is critical. As part of your separation package at Intel, it’s typical to get a year of COBRA which pays for continued health insurance coverage and allows you to stay on your Intel plan.