Our latest POSTS

June 27, 2025

Does Persistently High Inflation Mean You Need a New Plan?

This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener asked:“We created our financial plan assuming inflation would […]

June 25, 2025

Thinking About Impact Investing? Here’s What to Know Before You Start

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 interested in impact investing. What do we […]

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 […]

What’s Next?

Use the link below to choose whether you would like to fill out a form or schedule a call to receive a proposal for your financial plan. An initial call is completely free allows us to discuss whether our working together is a good fit.