Fathom Archive - Aspiriant: A Leading Independent Wealth Management Firm

Wealth PlanningJanuary 28, 2021

Get a Fresh Start on Your Finances

Aspiriant wealth managers offer a dozen tips on budgeting, taxes, saving, spending, managing income, protecting your assets and more to help you start the new year off right with your money. more >

Wealth PlanningFebruary 26, 2021

Working in a Different State? Know Your Tax Liability

By Raymond Edwards
National Technical Tax Director, Partner

Have you been working in a state other than where you live during the pandemic? Then you may have to file income taxes in multiple states. Find out why and how it could affect you. more >

Fun MoneyFebruary 11, 2021

Making a Brilliant Jewelry Purchase

By Aspiriant News
Leading Independent Wealth Management Firm

Jewelry is often given for special occasions and holidays, like Valentine’s Day. How do you make sure your money is well spent when buying luxury bling? Read some expert tips. more >

Wealth PlanningJanuary 25, 2021

Highlights of the Latest COVID-19 Legislation

By Tom Tracy
Chief Client Officer, Partner

The latest economic stimulus legislation goes beyond extending some coronavirus-related financial relief measures. It adds other tax benefits for those impacted by natural disasters and more. more >

Inside AspiriantJanuary 14, 2021

Family Wealth Report Gives Aspiriant 3 Nods

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant is named a finalist by the highly regarded industry trade publication for its Exclusive Family Office service, blog and marketing efforts. more >

Wealth PlanningDecember 23, 2020

Choosing the Best Way to Give

By Angie Grainger
Director in Wealth Management

When you’re ready to start a long-term giving program, choosing the right philanthropic vehicle can feel challenging. Here’s how a family office team can walk you through the steps to leaving an impactful legacy. more >

Inside AspiriantDecember 11, 2020

Connecting With Communities

By Aspiriant News
Leading Independent Wealth Management Firm

The coronavirus dramatically increased hardships that many people face throughout our communities. Aspiriant employees were glad to pitch in and help their neighbors for our annual Day of Giving. Read some of their stories. more >

Wealth PlanningDecember 4, 2020

How to Know When You’ve Outgrown Your Financial Advisor

By Lisa Colletti
Managing Director in Planning Strategy & Research, Partner

If you’ve been working with a financial plan and building your wealth over the years, there may come a time when you’ll need a higher level of advisory service. See what that may look like. more >

Wealth PlanningNovember 2, 2020

Why You Should Designate Trusted Contacts

By Ami S. Aranha
Director in Wealth Management

Financial crimes are on the rise, and people with diminishing capacity or other vulnerabilities are the biggest targets. Designating a trusted contact today can help your financial advisors protect you from exploitation in the future. more >

Wealth PlanningOctober 23, 2020

SPACS: What They Are and Who’s Considering Them

By Randy Rae
Manager in Investment Advisory

Special purpose acquisition companies have become a popular way for companies to go public. Learn more about them to decide whether your firm should merge with a SPAC. more >

Inside AspiriantOctober 21, 2020

Aspiriant Among Barron’s Best RIAs in 2020

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant makes Barron’s top financial advisors list, which now measures firms for their diversity, succession planning and technological advances. more >

Wealth PlanningOctober 8, 2020

What to Do About Potential California Property Tax Changes

By Kelly Cruz
Director in Strategic Planning, Partner

Two ballot measures would make some of the most sweeping changes to California property tax law in 42 years, if passed. Find out how they may affect property owners and what you can do to plan ahead. more >

Wealth PlanningOctober 1, 2020

6 Financial Tips for (F)Unemployment

By Nick Ruzette
Senior Associate in Wealth Management

Unemployment can be a stressful time. But it’s much easier if you plan ahead. Learn what you need to do to take care of yourself financially while you move on to bigger and better things. more >