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5 Steps for a Fair Price at a Dealership

Buying a car can be exciting but also a time-consuming process. At Austin Asset, it is not uncommon for us to facilitate the car buying process for our clients. Our goal, to save our clients time and help them leverage how to get the best deal on a new car. To do that, we follow […]

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Do Your Parents Need Long-Term Care Insurance?

We live in an age of medical miracles. People live longer than ever before, and life expectancies are increasing at a steady rate. This means that many of us will be fortunate enough to still have our parents with us as we ourselves reach retirement age. As our parents age, however, their health may decline, […]

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Understanding Defined Benefit Plans

If you are like many Americans, you likely have an employer-sponsored retirement plan.  This is the third article in a three-part series about the basics of 401k, 403b, and Defined Benefit Plans. You may be counting on funds from a defined benefit plan to help you achieve a comfortable retirement. Often referred to as traditional […]

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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 each year. We’ve developed a list of some strategies to leverage your charitable contributions – these are all great strategies to consider and discuss with your Austin Asset advisor: Donate appreciated securities If you donate a […]

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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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401(k) Plans: The Basics

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 […]

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Special Considerations for Second Homes and Vacation Homes

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 […]

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Choosing a Mortgage | Reviewing Mortgage Loan Types

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 […]

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Evaluating an Early Retirement Offer

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 […]

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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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