Fathom Archive - Page 2 of 21 - Aspiriant: A Leading Independent Wealth Management Firm

Wealth PlanningAugust 12, 2020

5 Steps for Divorce Planning

By Sandra Conners
Director in Wealth Management, Partner

No matter what stage your marriage is in, it's important to understand your personal financial situation. If it’s starting to look like the marriage is ending, thinking ahead and taking essential steps early can empower you to exit a divorce financially empowered. more >

Inside AspiriantJuly 28, 2020

Forbes Recognizes Aspiriant’s Next-Gen Partners

By Aspiriant News
Leading Independent Wealth Management Firm

Two Aspiriant advisors joined the list of the wealth management industry’s top up-and-coming advisory talent. It’s the fourth year in a row that Forbes has honored Aspiriant’s millennial leaders. more >

Wealth PlanningJuly 17, 2020

Your Role as Future Family Business Leader

By Nathan S. Kublank
Director in Wealth Management, Partner

Taking actionable steps now to cultivate your leadership skills will ensure you become the leader who helps your family business beat the odds and continue to thrive long into the future. more >

Inside AspiriantJuly 2, 2020

Aspiriant's Story

By Rob Francais
Chief Executive Officer, Partner

Aspiriant was created in 2008 to fill a wealth management void for individuals and families with growing wealth. Since then, we’ve followed a methodical growth strategy that can provide clarity and peace of mind to clients for generations. more >

Wealth PlanningJune 25, 2020

7 Principles of Wealth Management

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

Having a solid foundation of wealth management knowledge and a clear vision of what you’d like to achieve can help keep you on the path to financial success during COVID-19. more >

Wealth PlanningJune 17, 2020

What the Pandemic Has Done to Loans

By Lydia Walz
Associate in Wealth Management

Interest rates are at an all-time low as the economy slumps during the pandemic. Find out what this means for your mortgage and loans to family and friends. more >

Wealth PlanningJune 8, 2020

Helping Your Community Heal

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

Many community groups have greater needs as a result of the pandemic, and the CARES Act encourages charitable giving. Learn tips on how to broaden your philanthropy with purpose. 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 PlanningMay 1, 2020

COVID-19 and 529 Plans

By Myles D Rush
Director in Wealth Management, Partner

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 >

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 >