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. Retirement plans established under Section 401(k) of the Internal Revenue Code, commonly referred to as “401(k) plans,” have become one of the most popular types […]
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 System Stress Austin Asset Internal Updates A recording of the webinar is available to watch below:
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 matter of time before we find ourselves looking at cabins, ranches, or beach houses. However, before you decide on […]
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 chose? And, just like homes, mortgages come in many sizes and types. As Financial Advisors, below are some of the […]
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 potential reduction in force at a later date. But how do you know if the seemingly attractive offer you’ve received is a good one? By evaluating it […]
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 […]
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
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 […]
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.
W. Eric Hehman, CFP® answers some of the most pressing questions our clients have had in recent months.