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 […]
AustinCertified Divorce Financial AnalystCERTIFIED FINANCIAL PLANNERdivorcefinacial advisorfinancial adviserforms of texas divorcefpafpadfwtexasTexas Divorce
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 […]
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 […]
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 […]
