Wealth PlanningMarch 30, 2021

When Is Enough Really Enough?

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

Determining how much is enough to retire involves honest soul-searching, some visioning and then math. Here are three steps to help you figure out not just the quantity of assets you need, but the quality of life you envision. more >
Fun MoneyFebruary 11, 2021

Making a Brilliant Jewelry Purchase

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 >
Wealth PlanningJanuary 28, 2021
Get a Fresh Start on Your Finances

Get a Fresh Start on Your Finances

By Aspiriant News
Leading Independent Wealth Management Firm

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 >
Wealth PlanningDecember 23, 2020

Choosing the Best Way to Give

By Angie Grainger
Director in Wealth Management

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 >
Inside AspiriantDecember 11, 2020
Aspiriant Day of Giving 2020

Connecting With Communities

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 >