News and Updates
Think Your Retirement Plans Are Solid? Stress Test Them First
Full Article Link: Nasdaq – Think Your Retirement Plans Are Solid? Stress Test Them First Quote from Stephan Shipe“The closer you are to retirement, the less impact each additional dollar […]
Financial Independence: What It Means and How To Achieve It
Full Article Link: Yahoo Finance – Financial Independence: What It Means and How To Achieve It Quote from Stephan Shipe“Financial independence means having the freedom to make life decisions without […]
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 […]
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.