Our latest POSTS
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 […]
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 […]
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 […]
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 […]
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 […]
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