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Understanding 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 Security, 2019)  Although most people receiving Social Security are retired, you and your family members may be eligible for benefits at any age, depending on your circumstances. With that […]

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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 Higher Inflation Opportunities in Volatile Markets            

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A 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 increases in hospitalizations due to COVID-19 and decreasing capacity for future patients. Earlier today, Austin Public Health announced a move to […]

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Authentic Advice Blog: Charitable Contributions from IRAs

Did you know that, if you are at least 70½ years old, you can make tax-free charitable donations directly from your IRA? By making what’s called a qualified charitable distribution (QCD), you can benefit your favorite charity while excluding up to $100,000 annually from gross income. These gifts, also known as “charitable IRA rollovers,” would […]

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Authentic Advice Video: Retirement Readiness

Will Wike, CFP® answers a question that we get frequently: “How do I prepare for retirement?” In this Authentic Advice video, we explore retirement readiness.

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Authentic Advice Video: Client Observations

W. Eric Hehman, CFP® answers some of the most pressing questions our clients have had in recent months.

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Authentic Advice Video: Rebalancing Strategies

Two Rebalancing Strategies Over time, the ups and downs of financial markets can change the profile of your investment plan, leaving you with more risk than you would like, or less growth potential than you need.  Both of which can be detrimental to your long-term financial plan. When we return, I will share with you […]

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Authentic Advice Video: Disaster Plan

What’s your disaster plan? Many of us are feeling the financial and operational shocks of Covid-19.  A couple of years ago we went through ‘disaster’ planning, also known as ‘contingency’ planning, and we still do it every year. While we could not have predicted what would or could cause us to move the firm to […]

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Authentic Advice Video: Behavioral Bias

Are you a better-than-average driver? Regardless of what my wife says, I know I am, and chances are you think you are too.  That is because nearly three-quarters of people think they are better-than-average drivers.  Besides being mathematically impossible, this statistic is an example of overconfidence—and is just one illustration of how certain biases can […]

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Social Security and Medicare Face Financial Challenges

Most Americans will eventually receive Social Security and Medicare benefits. Each year, the Trustees of the Social Security and Medicare Trust Funds release lengthy reports to Congress that assess the health of these important programs.  The newest reports, released on April 22, 2020, discuss the current financial condition and ongoing financial challenges that both programs […]

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