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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 […]

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 […]

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 […]

09

November

How the HomeAway Merger Could Affect Austin Employees’ Finances

Angela Epley

This post comes from Per Stirling Financial Advisor, Angela Epley, CFP®. Austin, TX is still buzzing with last week’s exciting news of Expedia’s $3.9B acquisition of HomeAway (NASDAQ: AWAY), an AirBnB rival based here in the heart of Silicon Hills. The markets seemed just as enthusiastic about the announcement, as was reflected in HomeAway’s stock […]


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