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Wealth Planning
3 Tax Considerations if Leaving California
Discover why leaving California isn't just about changing your address. Explore these three tax insights from Aspiriant's Tax Services team.
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Wealth Planning
3 Strategies to Master Love and Money Together
Try these three strategies for navigating money conversations with your spouse and build a strong financial foundation as a couple.More
Wealth Planning
Make a Cohabitation Agreement, Prenup or Postnup Work for You
Discover how cohabitation agreements, prenups and postnups can protect your financial future in relationships, whether unmarried or married.More
Wealth Planning
4 Financial Tips for Young Adults
Make the transition into young adulthood more manageable with four helpful financial tips.More
Wealth Planning
How to Choose a Trustee for a Living Trust
Your living trust is the centerpiece of an estate plan, so understanding its role and choosing a trustee to manage it is incredibly important.More
Wealth Planning
Protecting Your Children When They’re No Longer “Kids”
Despite the legal classification of your child as an “adult,” and your trust in them, you want to protect them just a little longer—but how?More
Wealth Planning
The Road to Financial Wellness
Practical tips from two working moms Empowering women is near and dear to our hearts, as we are both passionate about the topic. to help…More
Wealth Planning
Putting the Joy Back into Philanthropic Giving
Tax season is a great time to review, and potentially make changes to, your annual charitable donations. If you’ve lost some of the joy of…More
Wealth Planning
The IRS provides taxpayer relief for victims of weather disasters in certain CA, GA, and AL counties
The IRS is offering tax extensions for certain counties impacted by the severe storms. Residents of identified counties in California, Georgia or Alabama, may be…More
Wealth Planning
Retirement opportunities created by SECURE Act 2.0
SECURE Act 2.0 comprises a host of provisions. In this article we cover some of the retirement planning opportunities for individual retirement accounts (IRAs) in…More
Wealth Planning
A Guide to Healthcare Options in Retirement
In this article, we discuss the healthcare options available to you in retirement, specifically if you are not yet eligible for Medicare. While costs may…More
Wealth Planning
Year-End Tax Considerations
For many investors, 2022 has been a year to forget. But there could be an upside to the downturn, particularly if you’re looking to reduce…More
Wealth Planning
Managing Lock-Up Periods During Volatile Markets
During volatile markets, managing equity compensation during a lock-up period can be particularly stressful. The key is to plan ahead. Read some tips to managing…More
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Meet the Authors
John Allen
Chief Investment Officer, Partner
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Phil J. Kastenholz
Director in Investment Strategy & Research, Partner
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Marc Castellani
Managing Director in Investment Strategy & Research, Member of Board of Directors, Partner
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Chase Arima
Research Analyst in Investment Strategy & Research
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Mary Ellen Krueger
Director in Wealth Management, Partner
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Tom Tracy
Former Partner of Aspiriant
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David Grecsek
Managing Director in Investment Strategy & Research, Partner
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Sandra Conners
Director in Wealth Management, Partner
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Stephen Kawasaki
Senior Manager in Investment Strategy & Research, Partner
Phil J. Kastenholz CFA®, CPA
Director in Investment Strategy & Research, Partner
