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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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Insurance Needs Assessment:When You're Married With Children

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

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You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

The Investment Risk No One’s Ever Heard Of

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Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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.

Comparing Mortgage Terms

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

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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