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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >
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 >