News and Updates
Family Giving: Tradition or Transition?
“We’ve supported the same cause for decades, but now our kids want to bring in new priorities. How do we honor what we’ve built while giving them a say?” That’s […]
Inflation, Rising Costs, and Your SLAT: What Families Should Know
“We set up our estate plan years ago when exemption amounts were high. Now, with inflation and higher living costs, we’re starting to feel pressure on our lifestyle budget. Can […]
SLAT Adjustments, Family Philanthropy, and Spotting Ponzi Schemes
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re covering two listener questions that get into managing wealth across generations. First, we’ll talk about how couples […]
4 Retirement Insights Advisors Can’t Ignore for University Faculty
Full Article Link: Yahoo Finance – 4 Retirement Insights Advisors Can’t Ignore for University Faculty “I think the key is helping them see that retirement doesn’t mean sitting at home […]
Due Diligence for Private REITs in Senior Living
“We’ve been pitched a few opportunities to invest in senior living communities through a private REIT. Between aging demographics and rising care needs it seems like a strong trend. What […]
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.