News and Updates

Full Article Link: Yahoo Finance – 4 Retirement Insights Advisors Can’t Ignore for University Faculty “I think the key is helping them see that retirement doesn’t mean sitting at home […]

“We’ve been pitched a few opportunities to invest in senior living communities through a private REIT. Between aging demographics and rising care needs it seems like a strong trend. What […]

One of the common things I hear from families goes something like this:“When my parents passed, it was a mess. We don’t want our kids to go through the same […]

Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. In today’s episode: When does it make sense to go beyond wills and set up a trust to make […]

My company offers a deferred compensation plan where I can choose distribution at retirement or spread payments out over five, 10, or even 15 years. I’m worried about locking myself […]