News and Updates

June 23, 2025

Planning When Plans Shift: Inflation, Impact Investing, and Helping Others Catch Up

This week on the Scholar Advising Podcast, we’re tackling three thoughtful listener questions—each one focused on what to do when your plan, or someone else’s, needs a reset. We start […]

June 20, 2025

Should You Max Out a Deferred Compensation Plan? It Depends.

“I’ve been offered deferred compensation from my employer post-promotion. Should I max this out and wait to pull it in retirement?” At first glance, a deferred compensation plan can sound […]

June 18, 2025

Moving to a No-Income-Tax State? Here’s What You Should Consider

“We’re considering relocating to a no income tax state. What should we evaluate beyond just taxes?” This is a great question—and one that deserves a closer look. While the idea […]

June 16, 2025

Beyond the Paycheck: Vacation Rental ROI, State Taxes, and Deferred Comp Decisions

What’s the real return on your vacation rental—and how should you plan for taxes, depreciation, and long-term upkeep? In this episode, we talk through how to evaluate income property profitability […]

June 14, 2025

10 Times You Should Not Do a Roth Conversion

Full Article Link: Yahoo Finance – 10 Times You Should NOT Do a Roth Conversion Quote from Stephan Shipe“If you’re still working and expect your income to drop in retirement, […]

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