News and Updates
Should You Buy a Luxury Vacation Home as an Investment?
This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here to get the full conversation. A listener asked: “My spouse wants to buy a […]
Sentimental Value Can Be More Trouble Than It’s Worth
If you’ve watched Yellowstone, you already know the premise: a powerful family owns a sprawling ranch in Montana. The estate’s sentimental value drives them to do just about anything to […]
Can You Inherit Debt? How to Protect Your Family
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 […]
Keep the Peace: Smart Estate Planning for Blended Families
Avoid the Drama: Estate Planning for Blended Families If I had been the financial advisor in big screen dramas like Knives Out or Big Little Lies, the family conflicts might […]
How to Manage Your Sudden Windfall
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 […]
What’s Next?
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