News and Updates
Planning Before a Potential IPO
“We own stock in a private tech company that might IPO next year. What should we be thinking about now for taxes?” This is a good situation to be in—and […]
Why 1 in 5 Young Adults Trust “Fake It Till You Make It” — And Why That Mindset Can Hurt Your Finances
Full Article Link: Investopedia – Why 1 in 5 Young Adults Trust in “Fake It Till You Make It” Quote from Stephan Shipe“I always tell clients that money just amplifies […]
Will an Irrevocable Trust Lock In Today’s Estate Tax Exemption?
“We’re considering setting up an irrevocable trust now that the estate tax exemption is supposed to sunset in 2026. If we do it this year, do we lock in the […]
We Asked AI How Much Is Needed To Buy a First Home and Fact-Checked It With Financial Experts
Full Article Link: Realtor.com – We Asked AI How Much Is Needed To Buy a First Home and Fact-Checked It With Financial Experts Quote from Stephan Shipe“Buying a home often […]
Estate Planning in Motion: Trust Strategies, IPO Tax Prep, and Smarter Umbrella Insurance
This week on the Scholar Advising Podcast, we’re tackling three client questions about managing wealth for the next generation and preparing for future tax changes. First, we look at how […]
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