News and Updates
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.
“I’ve been offered deferred compensation from my employer post-promotion. Should I max this out and wait to pull it in retirement?” At first glance, a deferred compensation plan can sound […]
Moving to a No-Income-Tax State? Here’s What You Should Consider
“We’re considering relocating to a no income tax state. What should we evaluate beyond just taxes?” This is a great question—and one that deserves a closer look. While the idea […]
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 […]
10 Times You Should Not Do a Roth Conversion
Full Article Link: Yahoo Finance – 10 Times You Should NOT Do a Roth Conversion Quote from Stephan Shipe“If you’re still working and expect your income to drop in retirement, […]
What’s Next?
Every engagement begins with a brief intake form so your advisory team can prepare ahead of time and align the conversation to your financial picture and goals. From there, you receive a tailored proposal built around your specific situation, walked through with you in detail so every question is answered before any commitment is made.