News and Updates

“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 […]

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 […]

This article is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here to hear the full discussion. A listener asked: “I keep a large portion of […]

Inheriting Debt: How to Protect Your Family Imagine this: You’re grieving the loss of a parent, only to discover that their financial troubles didn’t die with them. Suddenly, you’re sorting […]

Hit the Jackpot? How to Manage Your Sudden Windfall Imagine waking up to learn you’ve won the lottery or a distant relative has left you a eightseven-figure estate. Hey, it […]