The Benefits of Custodial Roth IRAs: Setting Your Children Up for Financial Success The other day, I had a phone call with a long-time friend of mine from Louisiana. He was sharing a common parenting struggle: teaching his teenage son to save money instead of spending it all on impulse buys. “As soon as we […]
In April, as part of our community outreach, Per Stirling contributed funds to support the 2024 Bowl for Kids event organized by Big Brothers Big Sisters (BBBS) of Central Texas. BBBS is a non-profit organization committed to helping younger people realize their full potential. Big Brothers Big Sisters of Central Texas facilitates children’s success by pairing […]
What’s on your schedule today? A Hike? Meeting up with friends? Spending time with your family? Working on all the books you bought but never read? Packing for your dream vacation? Retirement dreams often conjure images of endless leisure and financial freedom, but the reality hinges on strategic financial planning and forward-thinking. For most Americans […]
I’ve just returned from another trip to Australia, swapping stories and experiences with my mother-in-law, who lives in the land of kangaroos, Vegemite and some absolutely amazing coffee. Perhaps unconventionally our conversations typically turn towards financial topics, and on this latest trip, we broached the differences between how Aussies handle their retirement savings compared to […]
Of course, as a Financial Advisor, I believe that instilling positive financial habits in our children from a young age is crucial for their long-term financial well-being. In fact, I was recently asked by a friend & client for some resources to educate their children. First and foremost, lead by example and maintain an open […]
During March, the team and advisors at Per Stirling actively participated in Amplify Austin, an event where the Austin community comes together to support Central Texas through the I Live Here I Give Here campaign. “I Live Here I Give Here is a nonprofit organization on a mission to make Central Texas the most generous […]
In the month of February, Per Stirling focused volunteer initiative efforts on Abigail E Keller Foundation. The mission of Abigail E. Keller Foundation is to support programs and organizations that serve the rare, undiagnosed, terminally ill, and medically complex/fragile pediatric community. In February, the foundation hosted a teddy bear drive to gift bears […]
As we make our plans for 2024, we felt that it was important to first look back upon the impact made through our volunteer initiatives in 2023. We view this program as a team effort, and it should be emphasized that last year’s Community Initiatives agenda was actually a compilation of ideas presented by Per Stirling’s advisors, […]
As has been our tradition, we selected causes for our December Community Initiative that supported those in need during the holiday season. Through collaborations with Partnerships for Children, Carrying Hope, and SAFE Alliance, we received “wish lists” for gifts that could be purchased at Amazon or Target to help ensure a special Christmas for some […]
During the holiday season, a time when family gatherings take center stage in our lives, members of our community continue to face challenges in providing meals for their loved ones. Complicating matters is that this year’s significant surge in food prices, coupled with a growing demand for food, has also placed a significant burden on […]
