News and Updates
How to Gift to Your Children Without Spoiling Them
A common question from families with growing estates is:“We want to reduce the size of our estate by gifting to our kids each year, but how do we do that […]
Industry, financial experts sound off after DOL walks back crypto warning for 401(k)s
Full Article: DOL Walks Back Crypto Warning for 401(k)s — What It Means for Fiduciaries The Department of Labor has officially reversed its 2022 guidance urging retirement plan fiduciaries to […]
Podcast: Wealth Concentration to Weekend Plans: Retirement Prep and Financial Literacy for Heirs
What happens when your net worth is concentrated in a single asset—like a family business—and you want to diversify without triggering a big tax bill? In this episode, we talk […]
Thinking About Investing in Private Equity With Friends? Read This First.
This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener recently asked: “We want to start investing in […]
3 reasons to pursue credit card debt forgiveness this June, according to experts.
Full Article: 3 reasons to pursue credit card debt forgiveness this June, according to experts Credit card debt remains a serious financial burden for many Americans — even as inflation […]
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