News and Updates
Solar Tax Write-Offs: When Incentives Drive Investment Risk
Questions about solar investments usually start with taxes. Investors hear about large write-offs, accelerated depreciation, and credits that can offset other income, and it sounds compelling. But whenever an investment […]
Solar Tax Write-Offs, Franchise Investment Decisions, and the Scholar Big Picture
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, two listener questions involving opportunities that look compelling on paper, but need a deeper look before deciding […]
Rethinking 529 Funding as Education Models Evolve
Questions around 529 plans have shifted recently. It is no longer just about how much college will cost. More parents are asking whether traditional education will look the same at […]
Enjoying Financial Success Without Raising Entitled Kids
This is one of the most common and emotionally charged questions we hear from successful parents. You spend years grinding, building careers, living modestly, and making tradeoffs. Then the hard […]
529 Planning in an AI World, Raising Grounded Kids, and Understanding REITs
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week, we’re starting with two listener questions that reflect the kinds of trade-offs many high-income families are wrestling […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.