When you gift assets to children, the value of the gift is what matters. Cash is simple. Fifteen thousand dollars is fifteen thousand dollars. Interests in a business or real […]
Adapted from the Yahoo Finance article. Read the full feature here. “The people who retire with a larger nest egg usually see investing as something you do over decades, not […]
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re looking at two questions that highlight how financial decisions intersect with both emotion and strategy. First, a […]
A sudden rise in net worth — from a business sale, market gain, or windfall — can create urgency around tax and estate planning. When that happens, it’s natural to […]
Real estate can be a powerful complement to a traditional portfolio, especially when structured for predictable cash flow and lower maintenance. For many investors, that means exploring triple net lease […]
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