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Volatile markets. New tax laws. Retirement savings and rollover options. Term insurance or whole life? How can I better manage my spending habits? Teaming up with an experienced financial professional to help you make sense of it all may be the smartest decision you'll ever make.

Some jobs are too important and too complicated to handle all by yourself -- would you put a new roof on your house, rebuild your car's engine, buy or sell a home, or remodel your kitchen without help from a professional? Planning for the financial security of you and your loved ones is an important job too, and can benefit from the assistance of a professional. Today’s tax laws are so complex that filing even a relatively simple tax return can be confusing. That’s why millions of taxpayers utilize tax professionals to prepare and electronically file their tax returns. Nationally, over 75% of taxpayers believe they benefited from using a professional tax preparer.

Our goal at Austin Financial Strategies, is to work collaboratively with you to develop a gameplan that may assist you in your ability to address important financial decisions that you're faced with. We’ll address your concerns and answer all of your questions with professional, fast, and friendly service – the way it’s meant to be! We make customer service our top priority, so when you’re looking for a tax preparer or financial services professional, Austin Financial Strategies is your best choice.

In addition to tax related matters, if you have questions about retirement rollover or savings options*, understanding how different types of life insurance work, how to run your small business more efficiently and track your cash flow, or how to take advantage of tax deductions and credits that you're entitled to, we're here to help because while income taxes are not the only financial concern you have, they certainly impact every other aspect of your financial life.

Use the widget on this page to subscribe to our complimentary newsletter on current economic times or to email us with any questions that come to mind. We'd love to hear from you! To receive a quote on life insurance coverage for yourself or a loved one CLICK HERE.

* Investment services are offered by Gene Austin through his affiliation with HDVest.

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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

 

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Catch-Up Contributions

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Orchestrating Your Retirement Accounts

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Countdown to College

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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