Our latest POSTS

July 3, 2025

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 […]

July 2, 2025

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 […]

June 30, 2025

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 […]

June 27, 2025

Does Persistently High Inflation Mean You Need a New Plan?

“We created our financial plan assuming inflation would cool down. Should we rethink our numbers if it doesn’t?” Where We Stand Now While recent inflation numbers show that inflation has […]

June 25, 2025

Thinking About Impact Investing? Here’s What to Know Before You Start

Here’s a question we’ve been hearing a lot lately:“We’re interested in impact investing. What do we need to consider when picking funds to add to our portfolio?” It’s a big […]

What’s Next?

Use the link below to choose whether you would like to fill out a form or schedule a call to receive a proposal for your financial plan. An initial call is completely free allows us to discuss whether our working together is a good fit.