Austin Eason
Client Relationship Specialist
Fairfax
As a Client Relationship Specialist, Austin has over four years of experience in the professional services industry. By fostering strong relationships with both clients and advisors through consistent communication, top-notch service, and exceptional operational support, his role is to ensure an excellent client experience.
Austin graduated from the University of Georgia with a Bachelor of Business Administration (BBA) degree in Finance. Prior to joining PBMares Wealth Management, he worked for four years as a Paralegal for a law firm, helping to calculate and organize the necessary financial documentation for the firm’s attorneys to successfully litigate on their clients’ behalf.
In his spare time, Austin enjoys reading, skiing, watching sports, and spending time with friends and family.
Insights Authored by Austin Eason
Financial Planning | Issues to Consider Before Year’s End
Tracking numerous deadlines and avoiding missed planning opportunities can be challenging during the end of the year. Here is a checklist of issues to consider.
Charitable Giving Strategy: Issues to Consider
Now is the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Here are a few ideas to consider.
Estate Planning Documents: Issues to Consider
Your estate documents can become outdated, especially after certain life changes. Use our checklist to help you stay current on wills, trusts and your power of attorney.
How to Maximize Your Social Security Benefits
When it comes time to begin collecting Social Security, you want to maximize your benefits. But to do so, there are decisions to make and several moving parts to consider, such as: when to begin collecting, tax implications, spousal benefits, and how social security benefits relate to eligibility for Medicare and disability benefits.
Issues To Consider After a Sudden Wealth Event
A sudden and substantial increase in wealth necessitates careful preparation, particularly when it occurs unexpectedly. Use this checklist to help navigate the process.
Issues To Consider When Purchasing A Life Insurance Policy
Life insurance is key to comprehensive financial planning, whether it serves a traditional risk management function or is put to another use. Use this guide for top considerations when purchasing a policy.
Pension Benefits: Which Option is Best for My Retirement?
When it comes to pension benefits for retirement, are you considering a lump-sum payment or a steady stream of income? To make the right decision, it’s critical to consider the big picture, including tax implications.
Planning for the Sale, Disposition, or Succession of Your Business
The business appraisal and evaluation process can be challenging. Learn where to start and what questions to ask when addressing your exit strategy.
Financial Planning for the LGBTQ Community
For members of the LGBTQ community, securing financial peace of mind can be particularly pressing. Read on for special considerations.
Financial Planning for Your Child’s College Education
Our mission is to assist you in funding your child's college education with guidance on Financial Aid, Funding, Qualified Accounts, and Tax Planning. Use this checklist to get started.
Cash Management Alternatives to Business Bank Accounts: How to Maximize Yield & Minimize Risk in Today’s Climate
Businesses are naturally concerned about the safety and security of their own company deposits. But letting cash reserves sit in a savings account isn’t necessarily the best answer. To optimize your cash reserves, being aware of all available options is critical.
Financial Management and Retirement Planning Tips for Young Professionals
Navigating the shift from college to adulthood can be challenging, especially when it comes to financial management. Contributing early to retirement plans and managing credit, savings, and student loans can make a big difference in long-term financial health.
Issues to Consider Regarding Social Security Retirement Benefits
When is the ideal time to begin receiving Social Security income? This checklist offers issues to consider including tax ramifications and retirement planning.
What Issues Should You Consider Before Retiring?
Use this checklist as a helpful tool to frame your retirement priorities related to cash flow, insurance, healthcare, assets, debts, tax planning and more.
SECURE Act 2.0 Changes – Important Issues to Consider
The SECURE 2.0 Act of 2022 can leave you wondering how changes might apply to you. Use this summary checklist grouping the changes by the year they take effect.
RMD and Estimated Tax Payments: Considerations and Tax Strategies
Many taxpayers may not realize that taxes are not automatically withheld from RMDs. There are tax strategies to manage estimated tax payments, but the deadline of Dec. 31 is quickly approaching.
How to Ensure a Lasting Legacy for Your Family-Owned Business
Learn about the Family Love Letter, a planning tool for family-owned businesses that bridges understanding and informational gaps from one generation to the next.
Estate Planning Webinar – The Family Love Letter
Estate planning is not only an integral part of our financial lives, it includes the legacy we wish to leave behind. Family business owners are uniquely positioned to pass down business, financial, and personal success through multiple generations, but many have little to no succession strategy in place.
Not-for-Profit Investment Policy Statements: Little Changes, Big Impact
Sometimes, a not-for-profit's investment performance isn’t what it should be. Looking at the Investment Policy Statement and identifying corrections can help to improve fund performance and help to ensure investment returns meet their objectives.
Financial Terminology 101: Ten Terms Every Investor Should Know (Plus One Bonus Term)
There is an abundance of financial terms that get thrown around in news, market reports, and even conversations with advisors. This article sums up 10 common investment and financial terms that every investor should know.
Charitable Planning and Tax Strategies for 2022
Watch this webinar recording on Charitable Planning and Tax Strategies and learn how donors can maximize their impact while minimizing their tax burden.
Not-for-Profit Investment Policy Statements: Benchmarking Best Practices
Investment Policy Statements dictate how a nonprofit’s investment program operates. Learning how to benchmark and measure success, and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.
How to Make Smart Investing and Tax Decisions at the Same Time
Most of us have a goal of retiring someday, so doesn't it make sense to consider strategies that minimize the taxability of your portfolio along the way? Here are a few ideas to think about when managing your portfolio in a tax-efficient manner.
Why Not-for-Profit Investment Policy Statements Need Review
Serving on a nonprofit Board of Directors is a rewarding and meaningful way to give back to the community. It’s a labor of love for Board members, though some may not [Read More]
3 Retirement Planning Decisions You Can Make in Your 20s
As a financial planner, people in their 20s often ask me, "what types of accounts should I be opening to save for retirement?" or, "how do I start investing?". Here are some ideas for those looking to get started.
Maxing Out 401(k) Savings for High Earners
High earners face additional contribution restrictions to employer-sponsored 401(k) plans. Being aware of these restrictions and how to navigate them can help maximize retirement savings.
Why a Stock Peak Isn’t a Cliff
Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. However, they may be surprised by what the data show.
A Closer Look at Charitable Giving
Charitable giving has many benefits on its own. Some taxpayers wrongly assume it is always beneficial for taxes, but that depends on individual tax circumstances and the type of donation.
All-Time-High Anxiety
Investors should take comfort knowing stock prices are not fighting the forces of gravity when they rise; record highs tell us the system is working as we would expect.
PBMares Wealth Management Named Top 150 AUM Firm by Accounting Today
PBMares Wealth Management, LLC was recently ranked as a Top 150 CPA Firm by AUM (assets under management) by Accounting Today magazine, the premier publication of the certified public accounting industry.
Family Love Letter Bridges the Gap Between Generations
While dealing with the emotional toll of losing a loved one, you also face the burden of managing the intricacies of the deceased’s affairs. The Family Love Letter reduces confusion, stress, and conflict. Learn more.
Are Concerns About Inflation Inflated?
With the Consumer Price Index climbing to a 13-year high in June, inflation is on a lot of investors’ minds. DFA takes a look at whether or not these concerns are overheated.
Is 2021 the Year to Gift?
It should come as little surprise that Congress seeks ways to generate revenue given current spending levels. So what has been proposed and how might it affect high net worth estate and gift planning?
Understanding the Role of Cognitive Bias and Economic Bubbles
Lately, there have been several stories regarding the possibility that the U.S. economy is in a stock market bubble. It seems whenever there are extended time periods with high growth, the word bubble appears and investors start to become uneasy. So, what are bubbles and should we be concerned with them?
Let’s Talk About Those Physical Stocks in Your Safety Deposit Box
Taking steps now to transfer your physical stock to electronic will take a considerable burden off of your executor. Not only that, if you are able to transfer your physical stock while you are alive, you may also be able to retitle said stock so that it avoids probate.
Exploring FANMAG Stock Performance
Our researchers at DFA take a deep dive into FANMAG stock performance history and why we continue to believe that fad-based investing is no substitute for a broadly diversified portfolio.
Navigating “Per Stirpes” Election for Beneficiary Designations
It is important to think about what would happen should any of your primary or contingent beneficiaries pass away before you. If your intent is to leave behind a legacy for that particular beneficiary's heirs, adding the Per Stirpes designation may be advantageous.
Investing in FAANG Stocks
Is now the time to purchase FAANG stocks? Our research team at DFA looks at the expected and unexpected returns for answers.
Do You Need Long Term Care Insurance?
According to the U.S. Department of Health and Human Services, 70% of people turning age 65 will need long-term care at some point in their lives. Here is what you need to know.
Open Enrollment: Making the Most of Employee Benefits
Open Enrollment season is upon us, and for many employees, it is time to enroll in company benefits for the upcoming year.
SECURE Act: Potential Implications to Naming Your Trust as Retirement Beneficiary
Since the SECURE Act passed in December of 2019, several clients have reached out regarding the so-called “10 Year Rule” which stipulates all retirement assets must be distributed to certain beneficiaries within 10 years of the client’s passing.
Presidential Elections and The Stock Market
With a presidential election just around the corner, many investors are looking for clues as to which way stocks may go. The following articles by Dimensional provide an historical perspective on presidential elections and the stock market. The results may surprise you, and should reinforce the benefits of taking a long-term approach to investing.
What Can Plan Sponsors Do Now to Free Up Cash?
Even when the economy isn’t closed due to a pandemic, many employers find meeting their contribution obligations to their employer-sponsored retirement plans a challenge to honor. Employers will need to start looking at ways to free up cash and reduce overhead while we wait and hope for revenues to start flowing in again.
Strategies for Managing Concentrated Stock
Managing a concentrated stock position involves more than just knowing a little about stocks and trying to predict the market. Concentrated stock can be accumulated in many ways and can bring with it risk hurtful to your portfolio, and to your pride. Having a plan in place customized to your unique stock concentration issues can help achieve your financial goals.
Wealth Transfers in a Low Interest Rate Environment
Turbulent markets affect not only your portfolio, but your livelihood. As we continue to monitor this unsettling time we also see opportunity. The economic downturn coupled with historically low interest rates may provide unique wealth transfer opportunities.
How Can Plan Sponsors Help Participants During the COVID-19 Crisis?
Unless you own or operate a financial services company, giving out financial advice is probably way outside the scope of your usual responsibilities. But your employees need help, particularly those who have been impacted financially by the pandemic. So, what can you do?