News and Updates
When a Will Isn’t Enough: Trusts for Successful Families
One of the common things I hear from families goes something like this:“When my parents passed, it was a mess. We don’t want our kids to go through the same […]
Trusts vs Wills, Senior Living REITs, and a Physician Bonus Playbook
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. In today’s episode: When does it make sense to go beyond wills and set up a trust to make […]
Deferred Comp Payouts: Lump Sum or Spread It Out?
My company offers a deferred compensation plan where I can choose distribution at retirement or spread payments out over five, 10, or even 15 years. I’m worried about locking myself […]
Is One Bank Enough for High Net Worth Families?
We’ve kept all of our cash and investment accounts at one major bank for years. It makes life easier. But now that our balances are larger, I’ve started to wonder […]
All in One Bank, Deferred Comp Timing, and a $20-to-Success Journey
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re answering two listener questions. First, whether keeping all of your accounts at one bank is a smart […]
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.