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 your options during calm and crazy markets. more >
As you get ready for a new year, think about what’s changed for you and any new life events you may face in 2022. Then take some of these steps to get your financial house in order. more >
In addition to providing larger stimulus checks to many people, the American Rescue Plan gives a big boost to families through Recovery Rebate qualifications and tax credits. It also provides further relief for the unemployed and those with discharged student debt. more >
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 >
The latest economic stimulus legislation goes beyond extending some coronavirus-related financial relief measures. It adds other tax benefits for those impacted by natural disasters and more. 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 >
To help us through the coronavirus pandemic, the federal CARES Act brings financial relief in the areas of retirement savings, charitable contributions, direct payments, student loans, unemployment insurance and more. more >
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 >
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 >
Employing family members is a natural part of a family business. But it must be done carefully to avoid a visit from the IRS. Here are some important guidelines to follow. more >
