News and Updates
How to Give Unequal Gifts (Without Creating Unequal Feelings)
“We’re planning to give each of our kids down payments to buy homes. One lives in California and one’s in Tennessee. So the housing markets are really different. How can […]
Moving to a No-Income-Tax State? Here’s What You Should Consider
“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 […]
Saving Strategically With Variable Income
“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 […]
How to Gift to Your Children Without Spoiling Them
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 […]
Thinking About Investing in Private Equity With Friends? Read This First.
This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener recently asked: “We want to start investing in […]
What’s Next?
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