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Managing Your Required Minimum Distributions

Once you turn 70 ½, the IRS mandates that you take a Required Minimum Distribution (RMD) from your retirement accounts. There are various stipulations with taking RMDs, but we’re here to take you through it.

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Growing at the Right Pace

Please join us in welcoming our new Wealth Planning Lead Advisor, Clayton Boone! Clayton brings more than ten years of experience in the areas of asset management, wealth management, and institutional sales and will be heading up our client experience initiatives. Previously, Clayton held positions in the investment management industry where he oversaw key accounts, sales […]

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You Drive, We’ll Navigate: The Car Buying Process

Car buying can be a stressful and time-consuming experience; finding a trustworthy dealership, assuring the vehicle’s price is in fact market value, and considering additional, often hidden, fees. Let your Austin Asset team relieve you of these stresses by determining competitive prices across the local dealer market, providing greater transparency for surprise costs, and connecting […]

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Tactical 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. We’ve developed a list of some strategies to consider and discuss with your Austin Asset advisor: Donate appreciated securities If you donate a stock that has appreciated, there are two ways you can save: first, stock appreciation […]

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Preparing Your Child (and Your Finances) for College

For most parents, sending their child to college is at the top of the wish list. A college education can open doors to many opportunities and help your child compete in today’s competitive job market—but that diploma doesn’t come cheap. College costs According to The College Board’s 2018 Trends in College Pricing report, the average […]

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2018 Homestead Exemption

If you purchased a new home in 2018, file your residential homestead exemption application by April 30, 2019, to effectively remove part of the value of your property from taxation and lower your taxes. In addition to the $25,000 exemption that all homestead owners receive, those age 65 or older qualify for a $10,000 homestead […]

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Appraisal District Deadlines Approaching

According to the Austin Board of Realtor’s Year End 2018 report, the median price for single-family homes increased annually by 3.6%, reaching $310,400 in the Austin/Round Rock area. Kevin P. Scanlan, 2019 Austin Board of REALTORS® president, said this past year “was the highest-grossing year on record. For the first time, the median price for […]

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Support Their Future

Overall spending on graduation gifts in 2018 was $5.2 billion, with an average gift purchase of $102.51. According to an annual survey on graduation gift spending, graduates will soon have wallets filled with gift cards and cash of that amount—often spent on items that won’t serve them long term. Consider a gift with greater longevity […]

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Tax Filing Reminders

For your Austin Asset advisor, maximizing the tax efficiency of your portfolio isn’t an annual practice, but an ongoing activity. We review our diversified taxable portfolios regularly for tax-loss harvesting opportunities and, using your up-to-date tax information, make the best decisions for you and your portfolio. There’s still time to make a regular IRA contribution […]

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DoubleHorn’s C-Level Chat: Wealth Management With Eric Hehman, CEO Austin Asset

Our CEO, Eric Hehman, sat down with Tab Schadt, CEO of DoubleHorn, to discuss best practices in wealth management and our growth over the past 30 years. Listen and hear about Eric’s recently published book, Success and Succession, in which he outlines the complexities of leadership transition and strategies for its success.

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