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Health insurance for retirees under 65

All done with the typical 9am-5pm (or more like 7am-10pm?) You’ve arrived! Retiring before the standard age of 65 can be a liberating … See more

Actived: 1 days ago

URL: https://aspiriant.com/fathom/guide-to-healthcare-options-in-retirement/

How to Wealth Plan Your Employee Benefits Aspiriant

WEBJordan joined Aspiriant as a financial planner in 2013 after a 10-year career in book publishing. He became a manager in wealth management in 2018.. His path to …

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A Look at Continuing Care Retirement Communities Aspiriant

WEBTalk to us (415) 371–7800 . Back to

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How to Plan for Long-Term Care Aspiriant Wealth Management

WEBOur options for paying for long-term care are changing. Learn about som trends in financing elderly care and when you and your family should start planning.

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Understand the New Qualified Business Income Deduction

WEBOne of the most discussed, and yet misunderstood, provisions of the Tax Cuts and Jobs Act is the new 20% deduction for reporting Qualified Business Income …

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Is Life Insurance the Best Estate Tax Solution

WEBExample assumes a policy premium or investment amount of $46,340 annually, totaling $1,158,500 over 25 years (or year-one lump sum). Insurance value …

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Silicon Valley Financial Advisors Aspiriant Wealth Management

WEBWealth Management. 2570 West El Camino Real Suite 520. Mountain View, CA 94040. 650.941.1717. Aspiriant Silicon Valley Meet the Team Map and Directions.

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Financial Wellness for Women: A 7-Step Guide

WEBSo here are seven positive financial health and wellness tips that you can use for every stage of your life to take care of yourself, as well as your family. 1. Take a …

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The Gift of Poverty, with Amanda Koplin Aspiriant Podcast

WEBThe Gift of Poverty, with Amanda Koplin. Amanda Koplin, LPC, CEO at Koplin Consulting, is a wise 34-year-old who has already experienced some of life’s highest highs and lowest …

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Aging Wisely: Stay Put Or Move On

WEBAdvances in healthcare have led to increased longevity for individuals, many of whom will need additional assistance as they age. The population of Americans over …

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The 7 Principles of Wealth Management Success

WEBTo be intentional with your spending, you do need to embrace the technical side of money by accessing what your assets and core liabilities are. Assets: Resources …

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Find Out How the CARES Act Provision Impacts You

WEBLisa Colletti, J.D., CFP ®, serves some of Aspiriant’s largest and most complex client families.She has also played an important role in advancing and …

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Chose an Advisor Who Cares. How To Know When They Don't

WEBDisclosure: The above represents the views and opinions of Aspirant and is not the result of fact based analysis but is the result of the impressions we receive when …

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Reinventing, with Coach Pamela Mitchell Aspiriant Podcast

WEBReinventing, with Coach Pamela Mitchell. In this episode of Money Tales, our guest is Coach Pamela Mitchell. We first met Coach Pamela while listening to her compelling …

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Addiction and Financial Management Aspiriant Independent Firm

WEBAn advisor’s care for your well-being should go beyond money. As a wealth manager, I have found that helping a family protect their assets can go far beyond …

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Why You Should Designate Trusted Contacts

WEBAmi joined Aspiriant in June of 2018 and is a Director in Wealth Management in the Southern California region. Ami is primarily responsible for providing advanced …

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Protecting Your Children When They’re No Longer “Kids”

WEBDisclosure: The above represents the views and opinions of Aspirant and is not the result of fact based analysis but is the result of the impressions we receive when …

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Meet Our 5 Forbes Top Women Wealth Advisors for 2024

WEBToday, we proudly celebrate five exceptional women acknowledged on Forbes’ 2024 Top Women Wealth Advisors Best-In-State list. These remarkable …

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Do What You Enjoy, with Monica Mazzei Aspiriant Podcast

WEBIn this episode of Money Tales, our guest is Monica Mazzei. When she was a teenager enrolled at a private high school, Monica’s parents told her that she’d have to be …

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