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 […]
Tis the season for everything Pumpkin Spice! From pumpkin spiced coffee and milk shakes, to candles and yes, trash bags. I can’t say that I’ve embraced the trend fully, but again I’ve never been one to turn down a tasty slice of pumpkin pie. As we head into this end-of-year season, here are just a […]
I want to introduce an intriguing technique, the “Money Date!” It is a smart approach for couples to discuss their financial matters openly. Interestingly, I have been doing coffee, bagels & finances with my wife for years now. I’ve even suggested that clients go for a massage or on an afternoon date, following a meeting […]
In recent years, there have been several instances where criminals managed to mimic the voice of a senior executive or a business person to make fraudulent transfer of funds, demonstrating the need to have multi-factor authentication to combat voice fraud, especially with high monetary or personal risks. AI can replicate speech patterns and tonality to […]
Social Security has many benefits available, including retirement, disability, survivor, and family benefits. If you or a family member paid a portion of career earnings into a trust fund by paying Social Security or self-employment taxes, these benefits may be available. The amount you receive depends on several factors, including your average lifetime earnings, date […]
Some of you are experiencing mixed emotions as your children have graduated high school and are about to leave for college. Yes, empty nest syndrome is a thing — although not a clinical diagnosis, it is a phenomenon. If this is your first high school graduate entering college, you will quickly learn there may be […]
There are various times when it is a good idea to review your estate plan! You should review your estate plan immediately after a major life event such as a change in your marital status, a birth, adoption, death, sudden diagnosis, or prolonged illness of a family member. You should also consider reviewing your estate plan […]
Per Stirling has always been a strong advocate of both the financial planning process, and the financial professionals who provide this valuable service. As such, we have sponsored the Financial Planning Association of Austin (FPA-Austin) for well over a decade, and are proud to also now serve as a Platinum Sponsor for the Financial Planning […]
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In many recent conversations with friends, family, & clients, I find myself repeating themes along the lines of take time for yourself or focus on your health & well-being. In fact many of those who are gainfully employed are busier now than they were before the pandemic. And the lack of sleep, energy, or enthusiasm […]
Is it time for us to divorce or do we both have one more genuine attempt left in our emotional and / or financial bank? This and so many other questions are best answered when we have a clear head and are able to make sound decisions. So, how is that possible when we’re contemplating […]
