What we understand about Bitcoin
December 26, 2017  | By Kevin Smith

As you might imagine, we field several inquiries about Bitcoin each week. The intrigue is certainly understandable and we have been doing our own research in an effort to make sense of it all. Our objective is to develop a sober and…Read More

Donor-Advised Funds for Flexible Charitable Giving
December 11, 2017  | By Kevin Smith

A Donor-Advised Fund (DAF) is a convenient way make charitable gifts over a long period of time. Here’s how it works: 1) Set up a DAF investment account. 2) Fund the account with a charitable donation and enjoy the tax benefit…Read More

Introducing 401(PRO) – small business retirement plans
December 8, 2017  | By Kevin Smith

As part of our planning services, we consistently see clients with 401(k) plans that are poorly designed, expensive, and not maximizing tax advantages.  Unfortunately, employers are often not aware that they could be receiving better 401(k) services while actually lowering their overall…Read More

Welcoming Wes Gallup, CFP®
November 20, 2017  | By Kevin Smith

Wes Gallup is a new Partner at Austin Wealth Management, and we are thrilled to have him on the team. He is leading our efforts in 401(k) plan services for small and mid-sized businesses. In this capacity, he is working…Read More

2017 Simple Year-End Tax Savings Ideas
November 14, 2017  | By Kevin Smith

(may not apply to you, always consider your cash flow and cash reserve first, and always consult your CPA for details) Increase your pre-tax 401k contributions from your final paychecks of 2017. You are allowed up to $18,000 for the year ($24,000 if…Read More

New Service: 401(k) Account Management
November 6, 2017  | By Kevin Smith

If you have a 401(k) plan through your employer, chances are that it is receiving the majority of your new investments each year. In a lot of cases, it is the BIGGEST investment account in a household. Until now, we…Read More