Category Archives: Uncategorized

Big Changes for PSLF

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  Hello everyone,   Important news: the US Department of Education issued a very important press release yesterday. It covers significant changes to the PSLF program, aka Public Service Loan Forgiveness program.   Here is the link to view it:   If you have previously had a hard time receiving approvals from FedLoan Servicing for your full-time work at a non-profit or government agency, and have had more ineligible payments than you expected, these updates and improvements to Continue reading

Biden *Extends* Student Loan Payment Pause to January 31, 2022

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Hello everyone, it’s good to get back to blogging. I have been wanting to write a post for many months now, but due to the pandemic, I have been delayed, as so many things have. What a time it’s been! Without further ado, let’s get right to the news of the week.   Biden Extends Student Loan Pause Until January 31st, 2022   The news we’ve all been waiting for has finally been confirmed. An extension of the $0.00 student Continue reading

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My recent interview with Ryan @ Financial Residency Podcast (link inside)

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Dear Clients, Visitors and Colleagues, I had the recent pleasure of being interviewed by Ryan Inman of the Financial Residency Podcast, earlier this summer. You can click here to listen to our interview, anytime. During our chat, I shared many of the most common mistakes that physicians are making with their loans. And, naturally, how to steer clear of them. A little summary of our interview is here, below: Wait before you refinance! To Consolidate or not Consolidate…that is the Continue reading

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Featured on the ‘Agent of Wealth’ Podcast (with Marc Bautis, CFP)

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Hi everyone, I had the opportunity to chat live with Marc Bautis, CFP on his podcast, Agent of Wealth. You can listen to the interview by clicking here. Some of the topics we covered are: How I analyze potential clients’ financial standings to determine their next steps What the four pillars of student loan repayment are, and the difference between each one How working for a non-profit organization may save you money on loan repayment How to tell if your Continue reading

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Members Only Scheduling Link

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  Hello Valued Member,   >> Please click here to schedule an appointment.   *To book a time that isn’t listed on the calendar, or for time-sensitive attention, please email Veronica at   Looking forward to speaking with you,Jan

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Trump and PSLF

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Dear Clients, Friends and Colleagues, I trust this message finds you well, and thriving. Happy summer of 2017! I am writing with  a quick, important update on national student loan news. Read on below. About the PSLF Program In the last year or so, many of you have expressed a lot of concern over the potential loss of the Public Service Loan Forgiveness and other programs, as the result of the new administration’s stance on student loan policies. I have continuously reassured everyone who Continue reading

Featured in Forbes + Huffington Post

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Hello friends, clients and colleagues, Click here to read my latest contribution to LearnVest, a well-regarded hub dedicated to, “helping people along their financial journey.” The article was also featured on Forbes and Huffington Post! Thank you to Vickie An of LearnVest for a great interview. Jan

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The Student Aid Bill of Rights (Obama’s Memorandum)

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Big news! Today, President Obama signed a memo called the Student Aid Bill of Rights. Through this memo, he plans on changing student loan regulations to make repayment easier, as of July 1st, 2016. Also, he intends to establish and ensure strong consumer protections for student loan borrowers. Phew. These are welcome news, indeed. Notable fact: This isn’t the first time federal student loan regulations have been majorly overhauled on July 1st. In both 1987 and 1993, on July 1st, Continue reading

Student loan speaks on the Michael Cohen radio show

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This morning, I had the pleasure of being the featured guest on Michael Cohen’s radio show. You can click here to listen to the interview. I really enjoyed sharing helpful information that I usually don’t get to share, particularly some little-known facts about student loan delinquency, and how it greatly differs from being delinquent (i.e. late) on any other type of debt. Sneak preview: student loans have much kinder policies for payment lateness — and they’re far more flexible than Continue reading

Thanksgiving for student loans

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  There are a lot of negative news in the media right now surrounding student loan debt. So in light of the coming holiday, I’d like you to consider the positive side of federal student loans. Sure, the industry is not perfect. Far from, in fact. But these loans have quite a few characteristics that work in the borrower’s favor – a lot more than you might expect!   First of all, your credit score was not a consideration. To Continue reading

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