03

March

“America Saves” Week

This post comes from Per Stirling Partner and Financial Advisor, Kenneth Price, CFP®, CFA®, AEP®, CLU®, ChFC®. This week, the Federal Deposit Insurance Corporation (FDIC) issued a press release to encourage consumers to commemorate “America Saves Week” by taking advantage of automatic savings to achieve financial goals. Why call national attention to something as ordinary […]

11

November

Young Physicians: How Financially Prepared Are They?

This post comes from Per Stirling Financial Advisor, Ronsey Chawla, MBA. The insurance subsidiary of the American Medical Association recently published a study detailing the financial state of young physicians in America today, aptly titled “2015 Report on U.S. Physicians’ Financial Preparedness: Young Physicians Segment.” Though it clearly has its own viewpoint, the report does […]

17

March

7 Questions You Must Ask Your CPA at Tax Time

Today’s post comes from Per Stirling Partner, Ryan Joyce, CFP®, CPA. As we enter peak tax preparation season, it’s important not only to consider your previous year (2014) taxes, but your present year (2015) taxes as well. Remember: your financial advisor may not always have access to your entire tax picture. While reviewing important documents, like your […]

Blog

03

“America Saves” Week

11

Young Physicians: How Financially Prepared Are They?

17

7 Questions You Must Ask Your CPA at Tax Time

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03

“America Saves” Week

11

Young Physicians: How Financially Prepared Are They?

17

7 Questions You Must Ask Your CPA at Tax Time

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