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Student Loan Payments and COVID – 19

Federal Student Loan Borrowers Get Some Relief Due to COVID-19 On March 20, 2020, the Department of Education announced terms for student loan relief for tens of millions of borrowers in response to COVID-19.Ω Here is what you need to know. Does the relief apply to all student loan borrowers? No, unfortunately not. Only borrowers […]

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A Note to Our Clients Regarding COVID-19

Originally posted March 16, 2020 Updated March 30, 2020   In this time of great uncertainty, it is our goal to remain dynamic in our approach to serving our clients, employees, and our community. Social distancing is widely recognized as the most effective manner to control the spread of COVID-19, and that is why we […]

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Coronavirus and Dimensional’s Business Continuity Plan

Considering recent developments related to the coronavirus, we would like to make you aware of the measures we are taking. Our focus is on protecting the health and wellbeing of our employees, clients, and guests and ensuring we are prepared to effectively manage the investment solutions and deliver the high level of client service we […]

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The SECURE Act: Major Tax Changes Become Effective in 2020

As a Financial Advisor at Austin Asset, I am routinely keeping up with changes to tax laws and how that impacts our financial planning assumptions.  One of the largest reforms just occurred and here is what you need to know: The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed by the House […]

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Financial Advisor Titles Don’t Tell Us Anything … The Service Model Does

I am a Wealth Advisor. It was not until recently that I realized this statement does not clearly define what I do. Why? Because there is no consistency in the financial advice business for job titles. For example, the financial services industry uses the title Financial Planner, Financial Advisor, Investment Manager, Asset Manager, and Wealth […]

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Why You Should Consider Freezing Your Credit

One approach to preventing identity theft is to freeze your credit, the strongest defense against fraud—and under new federal law, you can do it free of charge. We get into the details on how doing so may be the best choice for you.

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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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