Fathom Archive - Page 2 of 19 - Aspiriant The Leading Independent Wealth Management Firm

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 >

Wealth PlanningJanuary 21, 2020

Relationships When Women Inherit Wealth

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

When a woman receives a large inheritance, it can have a big impact on her marriage. A doctoral candidate in clinical psychology who studied these relationship dynamics shares her findings and how couples with wealth can navigate challenges. more >

Wealth PlanningJanuary 8, 2020

15 Money-Smart Things to Do
for the New Year

By Aspiriant News
Leading Independent Wealth Management Firm

Our experts offer a range of financial tips to help you save money, minimize taxes and be more organized in 2020. more >

Inside AspiriantDecember 16, 2019

Meet Mark Petrie

By Aspiriant News
Leading Independent Wealth Management Firm

In leading Aspiriant’s San Diego office, Mark brings investment management expertise to our team approach to wealth planning. more >

Wealth PlanningNovember 22, 2019

Wealth Transfer and the Gift Tax Exclusion

By Rachel Lee
Associate in Strategic Planning

The gift tax exclusion can help you pass along your wealth to loved ones tax-free and reduce estate taxes. Learn about the different strategies you can use. more >

Fun MoneyNovember 13, 2019

Bright Idea: Going Solar

By Greg Schick
Director in Wealth Management, Partner

From reducing your carbon footprint to saving money in the long run, converting to solar electricity has many benefits. Find out what you need to know when researching a solar power system that’s right for you. more >

Inside AspiriantOctober 31, 2019

Meet Rob Francais

By Aspiriant News
Leading Independent Wealth Management Firm

Barron’s has recognized Aspiriant’s chief executive officer in its Advisor Hall of Fame. The honor reflects Rob’s leadership in creating one of the top, independent wealth management firms for affluent people in the country. more >

Wealth PlanningOctober 18, 2019

Wealth Planning Your Employee Benefits

By Jordan Overby
Manager in Wealth Management

It’s open enrollment season. Understand the basics of employer-provided health care insurance and retirement savings plans so you can craft a benefit plan that aligns with your personal and financial needs. more >

Wealth PlanningOctober 2, 2019

Take Charge of Your Financial Journey

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

When it comes to building and preserving wealth, women have unique strengths and challenges. Play up your strengths and overcome challenges by following these steps on your financial journey. more >