News and Updates

“We’re considering relocating to a no income tax state. What should we evaluate beyond just taxes?” This is a great question—and one that deserves a closer look. While the idea […]

“I’m a physician in private practice, and my income varies because I’m paid based on revenue share. I want to save more aggressively for big expenses like a home renovation […]

“I work as a locum tenens physician, so all of my income is 1099. Since I don’t have access to an employer retirement plan, what types of retirement accounts are […]

This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener asked:“I think I’m in good shape for retirement, […]

A common question from families with growing estates is:“We want to reduce the size of our estate by gifting to our kids each year, but how do we do that […]