Holdfast Wealth Management

Financial Advisor Austin

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You Maxed Out Your 401(k)? Congratulations! (But Now What?)

August 18, 2017 By John Dapper

A 401(k) is a great way to save for retirement, especially if your employer matches your contributions. As you know, however, the federal government limits people to $18,000 per year (or $24,000 per Continue Reading

3 Questions to Ask as You Do a Financial Review

August 3, 2017 By John Dapper

In last week’s blog, How Often Should I Review My Investments?, we discussed that the best strategy is reviewing your investments no more than twice per year. But in addition to determining if your Continue Reading

How Often Should I Review My Investments?

July 24, 2017 By John Dapper

At the beginning of any conversation about investments, we like to note that there’s no such thing as a one-size-fits-all asset allocation, nor any magic numbers of how much or how little you should Continue Reading

How Much Money Do I Really Need to Retire?

July 7, 2017 By John Dapper

That question – and figuring out the answer – is daunting, especially since you can’t see the future. There’s no “one-size-fits-all” magic retirement number. You’ll need more money after you retire if Continue Reading

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Holdfast Wealth Management works as your fee-only personal advisor, offering a wide range of consulting services such as retirement planning, investment and wealth management, and holistic financial plans. We proudly serve clients in Austin, Texas and the surrounding communities.


3711 Greystone Drive, Austin, Texas 78731
512.693.8384 |

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