Posts Tagged: Wealth Planning

How Do You Know Your Advisor Cares?

There are thousands of wealth managers to choose from. Whether times are good or bad, it’s important to have a trusted financial partner who cares about you, not just your portfolio. Here are six signs to tell when you’ve found the perfect match. 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 >

Optimizing Your Mortgage Under the New Tax Law

The tax act cuts the amount of home loan interest you can deduct from your income taxes. Should you still get a home loan? Wealth manager Sandi Bragar explains the changes in the tax law and why it still might be a good idea to mortgage your home. more >

What Grandparents Need to Know About Paying for College

The gift of higher education is one that can have a long-lasting impact on your grandchild’s future. But what’s the best way to go about it? Learn the financial considerations — from gift taxes to financial aid — that should be made in partnership with the parents. more >

What’s Next After Early Success?

Reaching financial success from your hard work at a young age may leave you feeling a bit lost. Learn how to set a new vision for a fulfilling future. more >

Congress Passes Tax Overhaul for 2018

Congress moved at a swift pace to deliver a tax overhaul bill to President Donald Trump. The House of Representatives and Senate made a number of amendments to their bills to reach a compromise. Here’s a summary of the final changes. 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 >

Year-End Planning and Tax Reform

Congress is making headway in passing historic tax reform that would dramatically change tax rates and reduce the number of deductions. Find out how the current bills compare and what it means for your 2017 year-end tax planning. 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 >

Freeze Assets in Your Estate Before a Liquidity Event

Planning before acting often results in many benefits. This can be especially true when you’re facing a liquidity event like the sale of a business. Dawn Baca explains two strategies that can help reduce estate taxes. more >