Let’s face it–in today’s world, health insurance is a necessity. In fact, most U.S. citizens and legal residents must have qualifying health insurance or face a penalty tax. Yet the cost of medical care is soaring higher every year, and it’s becoming increasingly difficult (and in some cases, impossible) to pay medical costs out of […]
Austin Asset’s 2025 Investment Outlook took place on January 14th at 11:30AM. In this session, our team covered the following: 2024 Investment Landscape in Review Portfolio S.W.O.T. for The New Year Planning Opportunities in 2025 Your Questions – Answered Austin Asset Updates All information provided is for educational and/or informational purposes […]
If you’re like most Americans, you count on your employer for health insurance coverage. But what would happen to your health insurance if you suddenly stopped working or no longer qualified for benefits? No one can predict the future. It’s possible that your company could lay you off or reduce your hours to part-time, your […]
The car buying process 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, […]
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. This is how to prepare your child for college, and yourself, financially. College costs According […]
Have you ever wondered “Should I use my HSA or save it for down the road?” A recent study from Fidelity estimates that an average 65-year-old couple retiring this year will need to have $295,000 in today’s dollars for future medical costs. So what is an effective way to save for medical expenses in retirement? […]
Austin Asset’s 2024 Mid-Year Update took place on July 11th at 11:30AM. In this session, our team covered the following: Market Review and Economic Drivers Risks (and Opportunities) for Remainder of the Year Impact of Presidential Election, Geopolitics, A.I., The Fed, and more…. Austin Asset Updates All information provided is for educational and/or […]
If you are like many Americans, you likely have an employer-sponsored retirement plan. This is the second article in a three-part series about the basics of 401k, 403b, and Defined Benefit Plans. Retirement plans established under Section 403(b) of the Internal Revenue Code, commonly referred to as 403(b) plans or “tax-sheltered annuities,” have become a […]
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 […]
Austin Asset’s 2024 Investment Outlook took place on January 18th at 11:30AM. Our team covered the following: Global Financial Market Review Forward-looking Investment Prospects Planning Opportunities in 2024 Austin Asset Updates A recording of the webinar is available to watch below: All information provided is for educational and/or informational purposes only and should […]