News and Updates
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 […]
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 […]
Still Living With Your Parents? Here’s What It Might Be Costing You
Full Article Link: New York Post – Still Living With Your Parents? You’re Probably Bad at This, Study Warns “Money amplifies behavior. If someone already has good habits, a little […]
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