Wealth PlanningAugust 28, 2017

Making It On Your Own: Credit

Credit is a fact of life in America. It’s easy to get and easy to use. But how you use credit will impact your finances throughout your lifetime. Learn how to establish healthy credit habits in the latest chapter of our financial literacy series for young adults. more >
Fun MoneySeptember 11, 2017

What’s a Better Gift Than a Grand Wedding?

By Bret Magpiong
Chief Practice Officer, Principal

With lavish weddings easily surpassing $100,000, you might wonder if paying for this single day is truly the best investment for your child’s future. Here are some other ways to give your child a meaningful gift to celebrate the next chapter in their life, while saving on gift taxes as well. more >
Wealth PlanningAugust 7, 2017

Estate Planning Checkup

By Melissa Punim
Manager, Strategic Planning at Aspiriant

Think you have a solid estate plan in place for your heirs? If it’s been a while since you established it, it’s probably time for a review. Melissa Punim details key estate planning considerations you should review each year. more >
Wealth PlanningJuly 21, 2017
Making it on your own banner: saving

Making It On Your Own: Saving

By Aspiriant News
Leading Independent Wealth Management Firm

When you’re first starting out, your financial stability and future wealth depend on good saving habits. Learn about the three buckets of savings in the third post of our financial education series for young adults. more >
Wealth PlanningJuly 14, 2017
Kids with saplings, indicating the passing down of wealth

4 Ways to Transfer Wealth to Children

By Kaleb Paddock
Senior Associate in
Wealth Management

Giving a child a head-start in life requires careful financial planning to achieve both your and the child’s future goals. Here are four common strategies to pass down wealth to children in a meaningful way. more >
Wealth PlanningJune 13, 2017
Young Adults and Taxes

Making It On Your Own: Taxes

By Aspiriant News
Leading Independent Wealth Management Firm

For first-time filers, taxes may seem daunting at first. But they're actually pretty easy. Aspiriant wealth managers explain the basics in the second post of our financial education series for young adults. more >
Inside AspiriantMay 12, 2017

Meet David Muchow

By Aspiriant News
Leading Independent Wealth Management Firm

Receiving a large financial infusion can be an emotional event. Read how David Muchow helps business owners, inheritors and C-suite executives avoid knee-jerk reactions and stay on course to meeting their goals. more >
Wealth PlanningMay 5, 2017
Young Adults and budgeting

Making It On Your Own: Budgeting

By Aspiriant News
Leading Independent Wealth Management Firm

The money you’ll make during your lifetime is only half the story. How you manage your money is the key to reaching your personal goals. And it starts with setting a reasonable budget. more >