Holdfast Wealth Management

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Unpacking the SECURE Act

February 20, 2020 By John Dapper

In December of 2019, Congress passed a new piece of legislation called the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act. The goal of this overhaul was to address problems and Continue Reading

4 Tips for Updating Your Budget from 2019 to 2020

December 19, 2019 By John Dapper

As 2019 comes to a close, it’s important to take a moment to reflect on the year, including your finances, too! To make things a little easier, we’re going to take a look at a few financial planning Continue Reading

Mortgage Insurance & the Myth of the Down Payment

September 13, 2019 By John Dapper

For many young families looking to buy their first home, the notion of making a traditional 20% down payment can seem like a huge barrier to home ownership. However, today we’ll discuss different Continue Reading

8 Tips for First Time Homebuyers

July 9, 2019 By John Dapper

Purchasing your first home is an exciting step in your life, but it can also be overwhelming. That’s why in this blog article we’re going to touch on some key considerations and offer tips for Continue Reading

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2023 Federal Income Tax Rates https://t.co/SH7Ua7h9FI
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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 | info@holdfastwealth.com

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