Tax Reform: Optimizing Your Mortgage

The tax act cuts the amount of home loan interest you can deduct from your income taxes. Should you still get a home loan? Wealth manager Sandi Bragar explains the changes in the tax law and why it still might be a good idea to mortgage your home. more >
How Do You Know Your Advisor Cares?

How Do You Know Your Advisor Cares?

There are thousands of wealth managers to choose from. Whether times are good or bad, it’s important to have a trusted financial partner who cares about you, not just your portfolio. Here are six signs to tell when you’ve found the perfect match. more >
Is the current mild market the new normal?

Is the Current Mild Market the New Normal?

Last year was record-breaking for its low volatility, helping investors to see strong returns. While the economic expansion could continue, find out why a market correction is likely at some point, which requires careful risk management. more >

Aspiriant in the News: December

Silicon Valley’s Helen A. Dietz was recognized as an executive who “made a mark in 2017,” while John Petrie in Milwaukee offered financial fitness advice for the New Year. more >

Congress Passes Tax Overhaul

Congress moved at a swift pace to deliver a tax overhaul bill to President Donald Trump. The House of Representatives and Senate made a number of amendments to their bills to reach a compromise. Here’s a summary of the final changes. more >

Retiring from the C-Suite

For top executives, thinking about what you will do in your later years is essential to having a sound financial plan and being emotionally prepared for retirement. Read how an Aspiriant client successfully transitioned into a slower-paced lifestyle. more >
Tax reform

Year-End Planning and Tax Reform

Congress is making headway in passing historic tax reform that would dramatically change tax rates and reduce the number of deductions. Find out how the current bills compare and what it means for your 2017 year-end tax planning. more >

The Key to Giving Illiquid Stock

Donating illiquid stock and other assets is a great way to support your favorite charities and save taxes. But it’s more complicated than giving public securities. Wealth managers Helen A. Dietz and Cliff Loh explain why a team approach is the best way to go about it. more >
Insurance: Young Adults and Insurance

Making It On Your Own: Insurance

Even when you have it all figured out, life can throw you a curveball. That’s why insurance is important to minimize the impact of the unexpected and help you get back on sound financial ground. Read about the basic coverages you need in the final chapter of our educational series for young adults. more >

Freeze Your Assets Before a Liquidity Event

Planning before acting often results in many benefits. This can be especially true when you’re facing a liquidity event like the sale of a business. Dawn Baca explains two strategies that can help reduce estate taxes. more >