News and Updates
When One Spouse Runs Everything: Building a Plan Before You Need It
A listener wrote in recently with a question that is much more common than I expected. She has managed every dollar of her family’s $19 million balance sheet for 30 […]
The Vacation Home Just Changed: What to Do When the Rental Income Disappears
Zoning changes that restrict short-term rentals are showing up in more markets every year. For years, homeowners have built retirement plans around VRBO and Airbnb income, and in a growing […]
Preparing the Spouse Who Doesn’t Manage the Money, When Vacation Rental Income Disappears, and Preparing Heirs with Jessica McGawley
Transcript Stephan Shipe: Welcome back to the Scholar Wealth Podcast. This week we open with a listener who’s managed every dollar of her family’s $19 million balance sheet for 30 […]
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 […]
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.