News and Updates
When the College Fund Is Covered—What’s Next for Our Kids’ Future?
“We’ve been putting $12,000 into each of our two kids’ 529 accounts for a few years. The balance is now $90,000, and they have 7 to 9 years before college. […]
Already Hit Your 401(k) Limit in 2025? Here’s What To Do Next
Full Article Link: Kiplinger – Already Hit Your 401(k) Limit in 2025? Here’s What To Do Next “The problem with only sheltering money in Roths, HSAs, and other tax-advantaged accounts […]
A Strong Start: Meet Noah Lewis
Time flies when you’re growing a great team! We caught up with Noah Lewis, Financial Advising Analyst, as he celebrates two months on the team here at Scholar Advising. Noah […]
Big Money Moves: Diversifying, Funding Kids’ Futures, and Buying Abroad
Transcript IntroStephan Shipe:Welcome back to the Scholar Advising Podcast. In today’s episode, we’re tackling three big money moves. First, we’ll look at what to do if a large portion of […]
Fractional Ownership vs. Full Jet Ownership: Which Makes Sense?
“Our family has been using fractional jet ownership for years, but now we’re thinking about buying a light jet outright. With tax deductions, depreciation rules, and rising costs, how do […]
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