> Advisor Written Content Archives - Per Stirling

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12

August

Social Security Benefits

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 […]

11

July

Time to Review Your Estate Plan

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 […]

28

April

Forms of Texas Divorce

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 […]

15

April

Per Stirling Capital Outlook – April

On April 4th of this year, one of Per Stirling’s Directors was interviewed for an in-depth article in Barron’s Magazine, which addressed a wide array of topics that we think will be of interest to our readers.  In the following pages, we will share our responses to the interview questions that dealt with the “Fed […]

02

July

Want a Productivity Booster, Take Your Vacation

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 […]

12

November

Help! I’m thinking about divorce

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 […]

12

August

Are you wondering where to look for lost property that may be yours?

Every state has an unclaimed property program that requires companies and financial institutions to turn account assets over to the state if they have lost contact with the rightful owner for one year or longer. It then becomes the state’s responsibility to locate the owner. The Office of the Comptroller for the State of Texas […]

11

August

Informed Decision-Making & Control of the Future

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 divorce while […]

15

July

The SECURE Act Offers New Opportunities for Individuals

Have you heard of the SECURE Act? The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) was passed by Congress as part of a larger spending bill and signed into law by the president in December 2019. The new law cancels the prohibition on contributions to a traditional IRA by someone who has […]