Posts Tagged: Wealth Planning

Wealth Transfer and the Gift Tax Exclusion

The gift tax exclusion can help you pass along your wealth to loved ones tax-free and reduce estate taxes. Learn about the different strategies you can use. more >

Wealth Planning Your Employee Benefits

It’s open enrollment season. Understand the basics of employer-provided health care insurance and retirement savings plans so you can craft a benefit plan that aligns with your personal and financial needs. more >

6 Steps to Take Charge of Your Financial Journey

When it comes to building and preserving wealth, women have unique strengths and challenges. Play up your strengths and overcome challenges by following these steps on your financial journey. more >

Family Business Succession Considerations

Often family business owners believe the company is their best long-term investment. But other factors need to be considered before transferring the company to the next generation. Learn how to evaluate the risks and rewards. more >

Aspiriant’s Smart Summer Reading List

This summer, read a good book (or listen to a podcast) to discover how money impacts our society, secrets to wealth, or how your emotions play into your financial decisions. Aspiriant advisors offer up 10 top reads. more >

How to Become a Successful Philanthropist

It’s easy to feel bombarded and obligated to donate to a wide range of charities. If you want to leave meaningful gifts, it’s best to write a philanthropic mission statement to guide your decisions. more >

Mother’s Day Money Tips for Kids

Children learn best by witnessing people exemplify strong ethics and wise decision-making. That is especially true when it comes to financial management. This Mother’s Day, we asked two Aspiriant wealth managers how they talk to their kids about money. more >

Meet Ryan Nelson

Ryan Nelson has moved from San Francisco to Los Angeles to educate and advise family office clients about their investments. Now he’s landed in our new office in Austin. Find out what motivates him to serve clients from the Lone Star State. more >

To Roth or Not to Roth

By paying taxes on income today, you can have tax-free earnings in retirement with a Roth 401(k). Find out why a Roth 401(k) may be a better savings option for employees with higher income. more >

The True Meaning of Financial Freedom

Having the power to make your own financial decisions, without being manipulated or victimized by another, is key to independence. Find out three ways education can help end financial abuse. more >