Avoid Roadblocks on the Safe Route to Retirement

Keeping most of your money in cash accounts or in the stock of the company you work for can be riskier than you may think. Tom Lo shares a story of how a diversified strategy helped one couple meet their retirement goals sooner. 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 through 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 >
Young Adults and budgeting

Making It On Your Own: Budgeting

The money you’ll make during your lifetime is only half the story. How you manage your money is the key to reaching your personal goals. And it starts with setting a reasonable budget. 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 >
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 >
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 >