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