By Cameron Swindler, Associate Financial Advisor Retirement Rules of Thumb: Million Dollar Milestone: A convention formerly praised by financial advisors was that a nest egg of one million dollars should be sufficient to last you through retirement. Although a benchmark like this may help motivate you to save, a fixed goal does not allow for…
By Cameron Swindler, Associate Financial Advisor Over the past 2 years, the Federal Reserve has been the subject of a lot of media attention. As interest rates reached a seventeen-year high in attempts to combat soaring, post-Covid inflation, the public has had their eyes keenly pinned to every move the Fed makes. But why exactly…
By Cameron Swindler, Associate Financial Advisor As we celebrate the New Year and prepare to file our taxes this 2023 season, it is important to keep in mind the incoming 2024 tax year. The IRS has made several updates to the tax thresholds, limits, and deductions for 2024, and part of an effective financial strategy…