Authentic Advice Video: Money Questions
Money is an important topic to talk about with your partner. Here are 3 money questions that you and your partner should talk about together. The post Authentic Advice Video: Money Questions appeared...
View ArticleAuthentic Advice Video: 4 Smart Money Moves for 2021
With the new year in full swing, it’s a great time to take stock of your personal finances. Here are 4 smart money moves to consider to brighten your financial life in the coming year. The post...
View ArticleAuthentic Advice Blog: American Rescue Plan Act of 2021
The American Rescue Plan Act, a $1.9 trillion stimulus bill, was passed and signed into law by President Biden on March 11, 2021. Aimed at assisting with the economic shortcomings of the pandemic,...
View ArticleAuthentic Advice Blog: Texas Winter Storm Resources
Texans were thrown for a loop a few weeks ago when Winter Storm Uri blew through the state leaving many in dire situations. With power outages, frozen pipes, lack of clean water, it was a frightening...
View ArticleAuthentic Advice Video: Understanding Your Retirement
When you retire, you get to bid farewell to the working world – that’s good news! The bad news? You’ll no longer have a paycheck coming in from your employer. It goes without saying that retirement is...
View ArticleAuthentic Advice Video: Protect Yourself From Identity Theft
Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Identity thieves can use your personal information to open fraudulent accounts and steal...
View ArticleHow Wealth Management Can Adapt to Changing Needs of Market, Talent Pipeline
The post How Wealth Management Can Adapt to Changing Needs of Market, Talent Pipeline appeared first on Austin Asset.
View ArticleUnderstanding Behavioral Finance
Are you a better-than-average driver? Chances are, you answered yes. That’s because nearly 3/4 of people think they are better than average drivers. Besides being mathematically impossible, this...
View ArticleCharitable Giving in 2021
Charitable giving is a wonderful way to support the causes you care about while also getting a tax break. As we move through this year, now is the time to make sure you’re documenting your 2020...
View ArticleA Note to Our Clients Regarding COVID-19
Since the onset of this pandemic, we have strived to be good community stewards and as such find ourselves at another inflection point as a business. The Austin metropolitan area continues to see large...
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Austin Asset’s 2022 Mid-Year Update Webinar
Our Mid-Year Market Update Wednesday took place on July 13th at 11:30 am CST. In this 30-minute session, our team covered: Update on Global Markets Investing Amid Economic Uncertainty Planning for...
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Austin Asset’s 2023 Outlook Webinar
Our 2023 Outlook Webinar took place on Wednesday, January 11th at 11:30 am CST. In this 45-minute session, our team covered: Assessing Global Markets After a Challenging Year Economic Crossroads:...
View ArticleUnderstanding Social Security – How Social Security Works
Approximately 68 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits. (Source: Fast Facts & Figures About Social...
View ArticleEvaluating an Early Retirement Offer
In today’s corporate environment, cost cutting, restructuring, and downsizing are becoming the unfortunate norm, and some employers are able to offer their employees early retirement packages vs a...
View ArticleChoosing a Mortgage | Reviewing Mortgage Loan Types
Right now, interest rates are near historical lows. As such, you might be thinking of purchasing a home or refinancing the one you have. But with so many different mortgage loan types, which do you...
View ArticleSpecial Considerations for Second Homes and Vacation Homes
If you are like us, you have dreamed about a second/vacation home. And, with rates being historically low, not to mention the desire for a change of scenery while working from home, it is only a...
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2023 Mid-Year Outlook Webinar
Our 2023 Mid-Year Outlook Webinar took place on Wednesday, July 12th at 11:30 am CST. In this 45-minute session, our team covered: Global Market Update Drivers of Returns Over Time Recent Financial...
View Article401(k) Plans: The Basics
If you are like many Americans, you likely have an employer-sponsored retirement plan. This is the first article in a three-part series about understanding 401k, 403b, and Defined Benefit Plans....
View ArticleWhy You Should Consider Freezing Your Credit
Have you ever wondered “Should I freeze my credit?” The answer isn’t as straightforward as a direct yes or no, but it’s something worth considering! If the latest massive data breach has you wondering...
View ArticleTactical Giving: Charitable Contributions and Tax Savings Strategies
If done correctly, the donations you make to charities or non-profits can save you a significant amount in taxes each year. We’ve developed a list of some strategies to leverage your charitable...
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