News and Updates
Historic Property Renovations: Passion, Planning, and Tax Advantages
Buying a historic home can feel like owning a piece of history — but restoring it is often more of a passion project than a financial investment. The process can […]
How Valuation Discounts Reduce Taxable Gift Value — and When They’re Legitimate
When you gift assets to children, the value of the gift is what matters. Cash is simple. Fifteen thousand dollars is fifteen thousand dollars. Interests in a business or real […]
7 Mental Habits That Can Lead to a Wealthier Retirement
Full Article Link: Yahoo! Finance “The people who retire with a larger nest egg usually see investing as something you do over decades, not months. They’re not checking the market […]
Historic Home Incentives, Valuation Discounts, and the Luxury Yacht Market
Transcript Intro Stephan Shipe: Welcome back to the Scholar Wealth Podcast. Today we’re looking at two questions that highlight how financial decisions intersect with both emotion and strategy. First, a […]
Gifting to Children: How to Start Without Rushing the Process
A sudden rise in net worth — from a business sale, market gain, or windfall — can create urgency around tax and estate planning. When that happens, it’s natural to […]
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