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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 […]

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 […]

17

March

7 Questions You Must Ask Your CPA at Tax Time

Today’s post comes from Per Stirling Partner, Ryan Joyce, CFP®, CPA. As we enter peak tax preparation season, it’s important not only to consider your previous year (2014) taxes, but your present year (2015) taxes as well. Remember: your financial advisor may not always have access to your entire tax picture. While reviewing important documents, like your […]


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