6 Security Tips for Affluent Households

Everyone should be proactive in personal security, but high-net-worth households have particular, heightened safety concerns. Sandi Bragar follows up on a Wall Street Journal interview with details on how to keep you and your family safer. more >

Estate Taxes: Gone Today, Here Tomorrow?

The tax reform doubled the amount that a taxpayer can transfer without gift, estate or generation-skipping transfer taxes. But that doesn’t mean you should forget about estate planning. Here are six considerations to discuss with a wealth manager. more >
5 common tax myths debunked

5 Common Tax Myths Debunked

As you finalize your 2017 taxes and prepare for the new federal tax law this year, save time and money by avoiding these common tax misunderstandings, from documentation to state taxes, which our wealth managers clarify. more >
How to maximize the QBI deduction

Maximize the QBI Deduction

The new qualified business income (QBI) deduction provides a new reason for small business owners to reconsider how they distribute profits to themselves. Learn why your business structure and compensation method matter. more >
3 questions to define your legacy

3 Questions to Define Your Legacy

Leaving a legacy is about more than just giving money. It’s about the influence you have on others. We all leave a legacy to some extent. Find out how to clearly define your legacy so that you can have a lasting, beneficial impact. more >
2018 Tax Planning

2018 Tax Planning: 10 Steps to Take Now

With the new tax law, year-round holistic tax planning and a sound understanding of your income and deductions can help you identify opportunities and strategies to achieve a more efficient tax result. Here are some planning tips for 2018. more >

Cybersecurity After Equifax

The combination of big-data techniques and massive data breaches means that all consumers, especially the wealthy, are at risk for targeted and sophisticated attacks on their identity. Learn how the game has changed, which risks you should be most concerned about, and how to protect yourself. more >

Understanding the QBI Deduction

The new deduction for Qualified Business Income, also known as pass-through income, is one of the most complicated provisions of the tax act. Ray Edwards explains how the new deduction works for certain business owners and investors. 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 >
Optimizing Your Mortgage

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 >

Grandparents Paying for College

The gift of higher education is one that can have a long-lasting impact on your grandchild’s future. But what’s the best way to go about it? Learn the financial considerations — from gift taxes to financial aid — that should be made in partnership with the parents. 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 >

Making It On Your Own: Investing

When you’re young, you’ve got amazing dynamics on your side to start investing for retirement or longer-term goals. Get empowered to invest by learning the basics in this chapter of our financial education series for young adults. more >

Avoid Liquidity Event Tax Traps

Frequently, new clients come to us asking for help managing their money after they’ve received a huge payout from a liquidity event at work. If they had come to us before the event, we could have helped them keep more of their hard earnings. more >

Making It On Your Own: Credit

Credit is a fact of life in America. It’s easy to get and easy to use. But how you use credit will impact your finances throughout your lifetime. Learn how to establish healthy credit habits in the latest chapter of our financial literacy series for young adults. more >

Estate Planning Checkup

Think you have a solid estate plan in place for your heirs? If it’s been a while since you established it, it’s probably time for a review. Melissa Punim details key estate planning considerations you should review each year. more >
Making it on your own banner: saving

Making It On Your Own: Saving

When you’re first starting out, your financial stability and future wealth depend on good saving habits. Learn about the three buckets of savings in the third post of our financial education series for young adults. more >
Kids with saplings, indicating the passing down of wealth

4 Ways to Transfer Wealth to Children

Giving a child a head-start in life requires careful financial planning to achieve both your and the child’s future goals. Here are four common strategies to pass down wealth to children in a meaningful way. more >
Young Adults and Taxes

Making It On Your Own: Taxes

For first-time filers, taxes may seem daunting at first. But they're actually pretty easy. Aspiriant wealth managers explain the basics in the second post of our financial education series for young adults. more >
Incentive Stock Options

When Tech Deals Go Well

Incentive stock options, or ISOs, can make a huge impact on reaching one’s life goals. But success requires careful financial planning until that big liquidity event. Here’s one example. more >
woman walking on garden of a private house

Reverse Mortgage Strategies

A reverse mortgage can be a good way to supplement retirement income. Talia Pierluissi explains reverse mortgages and describes strategies to potentially help retirees reduce the risk of running out of money too soon. more >
Disabled Father play with his little son and daughter

Divorce Disability Insurance

When working through a divorce settlement, it’s important to factor in the possibility of a permanent disability impacting support payments. Special divorce disability insurance may help assure continuity and peace of mind. more >
Credit report with score

10 Common Credit Traps of the Wealthy

If you’re wealthy, you don’t need to worry about your credit profile, right? Sandi explains why that’s not true and offers tips on how to maintain a great credit score and use credit to your advantage. more >
Income tax return form

Year-End Income Tax Planning

Republican income tax proposals to reduce rates at the top end and cap itemized deductions make year-end tax planning as important as ever. Ray Edwards details strategies to potentially minimize your tax bill. more >

The End of Estate Taxes?

Even if the new Republican-held White House and Congress repeal the estate tax, the question of how long it will last and other uncertainties still make estate planning a good idea. Clay Stevens explains why. more >