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JanuaryPer 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 preparedness of young physicians in the USA. The main takeaway: though many doctors starting out in their career are poised to enjoy a satisfying profession with a comfortable income, most need to do more today to address outstanding student debt, increase savings, and improve financial literacy.
- Kenneth Price, CFP®, CFA®, AEP®, CLU®, ChFC® took a deep dive into the upcoming inflation-adjusted tax changes that may affect your financial planning in 2016. Some limit increases are seen in itemized deductions, personal exemptions, and qualified long-term care premiums eligible for deductions. However, no increase to standard deductions or the Social Security cost of living.
- Ryan Joyce, CFP®, CPA addressed the myriad details to consider during Medicare’s Open Enrollment period. Not only can one’s personal health profile change substantially from one year to the next, but so can the healthcare industry, through changes to plans which might affect coverage.
- Angela Epley, CFP® compiled an end-of-year checklist to help streamline, organize, and minimize one’s annual tax liability. Keeping some of these ideas in mind throughout 2016 can spread out some of the work, such as making regular contributions to retirement accounts, or meticulously tracking health expenses or deductions.
Per Stirling is also deeply invested in our local community here in Austin, Texas. Operations Specialist Rachel Hurley and Financial Advisor Katherine Zamora proudly represented Per Stirling in the annual Bun Run, a charity race which raises funds for juvenile diabetes research.
As Katherine put it, “It always feels good when you can participate in an event that helps with childhood disease!”
2015 was a great year, and we hope you’re just as excited about 2016 as we are!
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