Our latest POSTS

June 23, 2025

Podcast: 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.

This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener asked:“I’ve been offered deferred compensation from my employer […]

June 18, 2025

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

This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener asked:“We’re considering relocating to a no income tax […]

June 16, 2025

Podcast: 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 13, 2025

Saving Strategically With Variable Income

This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener asked:“I’m a physician in private practice, and my […]

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