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28

March

Transform Retirement Anxiety to Confidence and Clarity

Barton Crouch

It’s no secret that Americans, on the whole, are worried about their future retirement. In fact, according to a recent report, roughly 3 out of 4 Americans are concerned about economic conditions that may impair a secure retirement. This is a sentiment shared across the entire political spectrum, as the report notes, but is also […]

03

March

“America Saves” Week

Kenneth Price

This post comes from Per Stirling Partner and Financial Advisor, Kenneth Price, CFP®, CFA®, AEP®, CLU®, ChFC®. This week, the Federal Deposit Insurance Corporation (FDIC) issued a press release to encourage consumers to commemorate “America Saves Week” by taking advantage of automatic savings to achieve financial goals. Why call national attention to something as ordinary […]

04

October

New Report Outlines Financial Benchmarks for Physicians

Ronsey Chawla

The American Medical Association and its insurance subsidiary recently issued new benchmarking data for physicians with a new publication titled 2016 Report on U.S. Physicians’ Financial Preparedness. Although the study was tailored to better understand the unique financial situation of medical households, it can still offer insight and ideas to most professionals who share similar […]

04

May

Study: Fewer Americans Today Are Saving For Retirement

Angela Epley

The most recent statistics from Franklin Templeton Investments’ fifth annual national survey on retirement strategies revealed an alarming takeaway: today, even fewer Americans aged 18+ are actively saving for their retirement. When the study was conducted two years ago, 35% reported not saving for retirement. This year, that number jumped to 41%. On top of […]

11

February

Physicians’ Annual Financial Check Up: Essential Questions to Ask

Ronsey Chawla

Fidelity Investments recently released a study with a whopping stat: 45% of physicians feel they can not afford to max out their workplace retirement savings plan.  Not only that, but a deeper analysis of its 13,300 physicians’ workplace savings plan revealed many shortcomings: Nearly half of physicians are saving only 9% of their salary Nearly […]

04

January

Per Stirling Blog in 2015: Year in Review

With the festive holiday season winding down, and a promising new year ahead of us, we at Per Stirling reflect on 2015: a year well spent. Many of our financial advisors began sharing their thoughts and tips on our blog: Ronsey Chawla, MBA unpacked a study by the American Medical Association which examined the financial […]

11

December

End of Year Checklist: 7 To-Do Items Before December 31st

Angela Epley

This post comes from Per Stirling Financial Advisor, Angela Epley, CFP®. December can feel like the busiest month of the year, but a little planning and preparation can do wonders for lifting worries to make more room for merriment and cheer. Make sure you and your financial advisor work together to check these items off […]

11

November

Young Physicians: How Financially Prepared Are They?

Ronsey Chawla

This post comes from Per Stirling Financial Advisor, Ronsey Chawla, MBA. The insurance subsidiary of the American Medical Association recently published a study detailing the financial state of young physicians in America today, aptly titled “2015 Report on U.S. Physicians’ Financial Preparedness: Young Physicians Segment.” Though it clearly has its own viewpoint, the report does […]

06

November

2016 Inflation-Adjusted Tax Changes You Need to Know

Kenneth Price

This post comes from Per Stirling Partner and Financial Advisor, Kenneth Price, CFP®, CFA®, AEP®, CLU®, ChFC®. The Internal Revenue Service recently announced inflation-adjusted items for 2016. The top tax bracket of 39.6% will begin at taxable income over $466,950 for married individuals filing jointly (over $415,050 for single filing status). The changes between the […]


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