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07

November

Simple Ways to Help Optimize Your Parents’ Budget

This month’s topic was inspired by a recent “ah-ha” moment I had while reviewing my phone service plan and that of my parents.  What started as a simple check on their plan led me to dig into their other monthly expenses, like cable and wireless bills. As I uncovered several overlooked costs, I realized just […]

07

June

Putt•ing our head’s together to secure the win!

Team-building events are not just about fostering collaboration; they’re about creating memorable experiences that strengthen bonds and inspire camaraderie. At Per Stirling, we recently had an unforgettable team-building adventure at Holey Moley, where we putted our way through a 9-hole mini-golf course and unleashed our inner rock stars with some karaoke fun afterward. Per Stirling […]

24

May

Is $500,000 A Reasonable Retirement Goal?

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 […]

18

April

Thoughts: Start Money Conversations with your Children

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 […]

26

October

Per Stirling Quarterly Event – Our First Tailgate

On Saturday, September 30th, Per Stirling hosted its first tailgate event in a field just outside Darrell K Royal Texas Memorial Stadium as the Texas Longhorns faced off against and triumphed over the Kansas University Jayhawks, securing a 40-14 victory.  Fortunately, we selected a game that happened to coincide with the Texas Homecoming Weekend, which means that we […]

15

June

Per Stirling Volunteers – Austin Pets Alive!

Throughout the month of May, the staff and advisors at Per Stirling dedicated their volunteer efforts to support one of their favorite organizations, Austin Pets Alive! Austin takes great pride in being the largest and most enduring “No Kill” city in the country, thanks to the pioneering collaboration between Austin Pets Alive and the city’s […]

24

January

Per Stirling Volunteers! – Partnerships for Children

“Every child deserves the basic things, that we all take for granted”.  -Partnerships for Children. It has been a tradition for Per Stirling to focus our December Community Initiative on giving to those less fortunate during the holiday season. In previous years, Per Stirling participated in Partnerships for Children’s “Holiday Wishes Campaign“. This campaign provides gifts […]

20

December

Per Stirling’s 2022 Client Appreciation Event

All of us at Per Stirling would like to offer our sincere appreciation to everyone who joined us for our Annual Client Appreciation Event! It was our great pleasure to share our evening with you. This event is very important to us, as it gives us an opportunity to thank you, and each of our clients, for your […]

16

November

Charity Spotlight: Honduras Good Works

On November 6th, one of Per Stirling’s Partners, Barton Couch, sponsored the “Honduras Good Works Top Golf Chip-In” charity event.  Honduras Good Works is a charity dedicated to improving the health, education and quality of life of rural and underserved Hondurans. A young woman who has benefitted from the program attended the event and shared a very […]