article thumbnail

#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

In this episode, we talk in-depth about how Travis originally developed his specialization of student loan planning through first correcting the misinformation given to his (now-)wife and her friends in the medical field (and realized that he could give high value to a chronically underserved population), how Travis first started his student loan consulting (..)

article thumbnail

Personal, estate, and business tax planning strategies for 2023

Nationwide Financial

For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize. For example, they could make most of their charitable contributions and medical expenditures in a year they plan to itemize.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

20 Ways to Reduce Your Taxes in 2024: A Guide for Founders, Startup Employees, and Executives

Harness Wealth

Health savings accounts and flexible spending accounts Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are two types of tax-advantaged accounts that can be used to pay for eligible medical and other qualifying expenses. In 2024, the maximum HSA contribution for self-only coverage is $4,150 and $8,300 for families.

Startup 59
article thumbnail

How Does Microsoft Compensation Work?

Cordant Wealth Partners

With all deferred compensation plans, it’s important to remember that they are unsecured liabilities and subject to the company’s credit risk. For more information on balancing the risks of deferred compensation plans, see our post, Three Risk Reduction Strategies for Deferred Comp Plans.

article thumbnail

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.

article thumbnail

Microsoft Compensation and Benefits Guide for 2021

Cordant Wealth Partners

With all deferred compensation plans, it’s important to keep in mind that they are unsecured liabilities and subject to the credit risk of the company. For more balancing the risks of deferred compensation plans, see our post Three Risk Reduction Strategies for Deferred Comp Plans. 10 years, 15 years, etc.),

article thumbnail

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.