News and Updates
The Smartest Way for Grandparents to Pay Your Kids’ Tuition
A listener wrote in with a great problem to have. Their parents have offered to pay private school tuition for the grandkids and are planning to write a check each […]
SpaceX IPO is days away: Here are 3 reasons to buy and 2 reasons to wait
Full Article Link: https://finance.yahoo.com/markets/stocks/articles/spacex-ipo-days-away-3-193323986.html Quote from Evan Mills “Just because SpaceX is a great company doesn’t necessarily mean it’s going to be a great investment.”— Evan Mills, Associate Financial Advisor […]
Why Living Off Dividends Feels Safer Than It Is
A listener wrote in saying they retired last year and a friend suggested reconstructing the portfolio to live entirely on dividends so they would never have to touch the principal. […]
Buying a Business in the Era of Mass Retirement
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we’re dedicating the full episode to a conversation I had with Brandon Mendez, Ph.D., CPA, who joined us […]
What Happens When Your Retirement Rental Strategy Disappears?
Full Article Link: https://www.kiplinger.com/retirement/retirement-planning/we-were-banned-from-airbnb-do-we-have-to-sell-our-dream-beach-house Quote from Evan Mills “You have a $1.6 million portfolio and a $1.1 million beach house, so you’re looking at almost half of your total wealth […]
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.