Posts Tagged: Wealth Planning

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 >

Aspiriant Named a Top 10 L.A. Advisor

An independent business research firm gave Aspiriant’s L.A. office high ranking for our Family Office and Investing & Wealth Planning services. more >

Mapping a Path to College Admission

Getting into college isn’t as easy as it used to be. We spoke with a private college counselor for tips on how to navigate the tough terrain of the admissions process and financing. more >

Big Disasters Leading to Higher Insurance Rates

Catastrophic wildfires and hurricanes are leading to higher property insurance bills. Learn why and what you can do to keep costs down while maintaining good coverage for your exclusive home. more >