Posts Tagged: Retirement

6 Groups Impacted by the SECURE Act

The SECURE Act brings a lot of changes to the retirement landscape and beyond. Read about the special provisions to find out who benefits and who may pay additional taxes. more >

Aging Wisely: Stay put or move on?

We all need to plan for where we’ll live and who'll help take care of us in our later years. But there’s a lot to consider. Estate planning attorney Elizabeth Krivatsy explained senior housing options during presentations at Aspiriant in the San Francisco Bay Area. more >

Meet Paul Nikolai

Paul Nikolai learned from his family at a young age about the importance of sound, reliable financial advice. Find out what his guiding principal is to make sure that clients come first and how he goes about bringing it to life. more >

4 Things to Think About Before 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 >

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 >

Leaving a Legacy

After a successful career as a wealth manager and guiding light at Aspiriant, Linda will soon retire and spend more time giving back to her community. Read about the steps she took to achieve her retirement and philanthropic goals. more >

Extend Retirement Income with a Reverse Mortgage

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 >

A Look at Continuing Care Retirement Communities

If you’re thinking about moving to a retirement community at some point, Continuing Care Retirement Communities are an increasingly popular and unique housing option for senior living. more >