Posts Tagged: Wealth Management

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 >

Understanding the New Qualified Business Income 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 >

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 >

Avoid Roadblocks on the Safe Route to Retirement

Keeping most of your money in cash or a single stock can be riskier than you may think. Read about how a diversified strategy helped one couple meet their retirement goals sooner. 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 >

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 >

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 >

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 >

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 >

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 >