Compensation Planning Financial Planning Startup 
Nerd's Eye View
OCTOBER 29, 2024
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).
Harness Wealth
NOVEMBER 12, 2024
Deferred Compensation Plans Nonqualified Deferred Compensation (NQDC) plans allow high-income earners to defer a portion of their income to a later date, such as retirement, when they may be in a lower tax bracket.
Darrow Wealth Management
NOVEMBER 17, 2022
A tech employee at a startup has stock options. Darrow Wealth Management is a financial fiduciary and fee-only registered investment advisor in Boston and Needham, MA. We specialize in financial planning for an IPO, acquisition, or sale of a private business. the taxable gain is $1.7M. About Darrow Wealth Management.
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