News and Updates
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 […]
Maximizing Your Stock Options: How to Exercise Without a Tax Shock
“I am an executive with a big stock option package, and I want to make the most of it. What’s the smartest and safest way to exercise those options so […]
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