CARES Act 2020: What This Means for You

The new Coronavirus Aid, Relief and Economic Security (CARES) Act provides relief for American individuals and businesses while impacting taxes, loans, and health insurance.

Our team breaks down what you need to know about the CARES Act:
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The SECURE Act: Major Tax Changes Become Effective in 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed by the House in Summer 2019, then passed by the Senate and signed into law by President Trump in December 2019. This act provides multiple tax changes for individuals and small employers, with several changes applying to retirement accounts. Those changes will go into effect this year.

Jim Kerr, CFP®, EA, CLU® with Austin Asset explains some of the major changes in our latest blog. For the most comprehensive information on how these new rules will impact your retirement, consult your financial advisor. 
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New Equity Owner:
Kristin L. Jaggard, CFP®, EA.

Austin Asset is proud to announce that Kristin L. Jaggard, CFP®, EA has become the newest equity owner of the firm. Additionally, she has been named Chief Financial Officer.

Kristin has more than 25 years of financial management and leadership experience and has been with Austin Asset for 6 years. Kristin embodies our "Serve First" mentality, and we could not be more proud to have her on the team.
Meet Kristin
Please welcome Jessica M. Forrest, CFP® to the Wealth Management team here at Austin Asset.

Jessica brings more than 25 years of experience in the areas of asset management, wealth management, and family wealth planning. Her background includes asset management, trust, estate, tax, insurance as well as firm operational and compliance functions. 

Please welcome Nicolle Yates to the Wealth Management team here at Austin Asset.

Nicolle is a team player with a background in sports, who enjoys working with clients to fit all the puzzle pieces together to reach their goals.
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