Zack Geist
Founder, Student Loan Tutor and Holistic Finance; student-loan expert
Summary
Work
Projects
Writing
Navigating Student Loan Repayments and Forgiveness
April 1, 2024Guidance tailored to veterinary professionals (and others) on effective interest rates, repayment choices like SAVE and PSLF, and the value of professional student-loan assistance.
Student loan forgiveness and repayment plans simplified: smarter ways to repay
February 1, 2024Article explaining income-driven repayment, SAVE and PSLF options, and recommending professional assistance or management services to improve borrowers' odds of obtaining forgiveness.
4 Things To Consider When Advising Clients With Student Debt
July 1, 2023Advice for financial advisors on how student loans differ from other debt, the importance of recognizing effective interest rates, partnering with student loan experts, and considering tax implications of loan forgiveness.
The Worst Advice About Student Loans—And What To Do Instead
June 1, 2023Council post outlining common misconceptions about student-loan management (refinancing, income assumptions, access to help) and offering guidance on verifying, vetting and consulting reputable student-loan professionals.
Student Loan Paradigm Shift Is Changing the Game for Tax Pros
March 1, 2023Overview of federal student-loan program updates and their implications for tax professionals, including IDR adjustments, one-time account adjustments, and the need for tax planning around loan forgiveness.