New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
Read full articleInsightsDeep dives, market insights,
Deep dives, market insights,
and strategic ideas
Perspectives on wealth management, retirement planning, and the evolving landscape for clients and advisors.
What To Do When Your Income Reaches 7 Figures
Did you recently add a second comma to your bank balance? Has a recent financial event raised your net worth to the next level? It's an exciting time, whether it's the result of your long-term goals (e.g., from the sale…
Read full article
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Read full article
3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you're a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms but typically consist of couples with…
Read full article
Inflation and the Real Rate of Return
The real rate of return is an important personal finance concept to understand. It’s the rate of return on your investments after inflation. The real rate of return indicates whether you are gaining or losing purchasing…
Read full article
Are You Ready for Your Portfolio to Make a Difference?
Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact…
Read full article
FIRE Retirement
If the idea of retiring in your early 50s, 40s, 30s, or even late 20s appeals to you, you may be interested in joining the FIRE retirement movement. Designed for those who have the discipline and cash flow to save…
Read full article
Understanding FDIC Insurance
It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited. Read on to…
Read full article
The Pros and Cons of an NUA Strategy
Employer-issued stocks can be one attractive benefit an employer can offer. But while it has its benefits, it's natural to wonder what happens if you leave that job. That's where net unrealized appreciation (NUA)…
Read full article
SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it…
Read full article
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Read full article
What Is a 1031 Exchange?
If you want to add investment real estate to your portfolio, you may want to know what a 1031 Exchange is. While the rules and regulations for this tactic can get complicated, understanding the basic concepts may help…
Read full articleStay connected
Questions about your financial plan?
Speak with our team about how Stirlingshire supports clients and advisors.
Book a conversation