Fathom Archive - Aspiriant The Leading Independent Wealth Management Firm

Wealth PlanningMay 1, 2020

COVID-19 and 529 Plans

Received a refund for college housing that you paid with your 529 plan? Learn what to do with it so you don’t pay taxes or penalties. more >

Inside AspiriantMay 21, 2020

Aspiriant Names 4 Partners

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant’s newest partners bring a wide range of experience to serve our clients and lead the company into the future. Meet the Class of 2020. more >

Wealth PlanningApril 23, 2020

When to Say “I Do” to a Prenup

By Melissa Punim
Director in Strategic Planning, Partner

A marital agreement is sometimes a thorny topic for an engaged couple. But setting expectations early can be a healthy way of tackling the often-taboo subject of money — laying the groundwork for a happy marriage. more >

Wealth PlanningApril 16, 2020

Estate Planning Opportunities During Down Markets

By Rachel Lee
Associate in Strategic Planning

Although the coronavirus is turning the economy and markets sour at the moment, transferring assets at today’s reduced values means you could save on estate and gift taxes. more >

Wealth PlanningApril 9, 2020

The CARES Act and Small Businesses

By Raymond Edwards
National Technical Tax Director, Partner

In addition to helping individuals, the CARES Act aims to prop up the economy by sustaining small businesses through the coronavirus pandemic. Find out about loan programs and tax provisions in the law. more >

Wealth PlanningApril 2, 2020

CARES Act for Individuals

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

To help us through the coronavirus pandemic, the federal CARES Act brings financial relief in the areas of retirement savings, charitable contributions, direct payments, student loans, unemployment insurance and more. more >

Inside AspiriantApril 1, 2020

Aspiriant Women Win Award

By Aspiriant News
Leading Independent Wealth Management Firm

Aspiriant takes top honor for Women in Wealth Management at the Family Wealth Report Awards 2020. more >

Wealth PlanningMarch 24, 2020

9 Behavioral Risks to Investing

By Sandi Bragar
Managing Director in Planning Strategy & Research, Partner

During volatile markets, our emotions and biases can lead us to make unwise decisions that jeopardize a well-thought-out financial plan. Learn about common investing behaviors to avoid and how to stay calm. more >

Wealth PlanningMarch 13, 2020

Jargon Busting: Demystifying Investing

By Sandi Bragar
Managing Director in Planning Strategy & Research, Partner

During turbulent financial markets, it’s helpful to understand the industry lingo. Learn general investment and tax terms to help you be a more confidant investor. more >

Wealth PlanningMarch 3, 2020

You’ve Heard of the Prenup. What About a No-Nup?

By Lydia Walz
Associate in Wealth Management

When living with your significant other, financial matters are unavoidable. Equity, fairness and protecting your own personal interests are important areas to discuss. Learn how a cohabitation agreement can help set clear expectations. more >

Wealth PlanningFebruary 20, 2020

Why a Direct Listing Might Be a Good Idea

By Randy Rae
Manager in Investment Advisory

Direct listings of companies going public are on the rise. Find out if a direct listing is right for your firm and what it means for your shares. more >

Wealth PlanningFebruary 13, 2020

6 Groups Impacted by the SECURE Act

By Matthew Sharp
Senior Associate in Wealth Management

The SECURE Act brings a lot of changes to the retirement landscape and beyond. Read about the special provisions to find out who benefits and who may pay additional taxes. more >

Inside AspiriantJanuary 31, 2020

John Petrie Joins Forbes List

By Aspiriant News
Leading Independent Wealth Management Firm

Two of our partners in Wisconsin and three in California, including CEO Rob Francais, rank among the top advisors in their service area. more >