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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >