By Zack Taylor, Associate Most parents would aspire to give their children a better future than they had for themselves growing up. A better future can mean many different things but setting them up to be able to take on the world from a position of financial strength when entering adulthood is a common desire…
By Zack Taylor, Associate Since the creation of the typical 401(k) in the late 1970’s, pensions have been on the decline in the private sector of the workforce. While they still exist today, many are offered through the public sector with government positions. One of the best of these pensions still available is offered by…
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 Zack Taylor, Associate Wouldn’t it be nice to be able to buy everything you wanted in cash and not have to worry about payments? Of course, but is that realistic for more expensive items such as cars or homes? Probably not. The fact is that most Americans are going to have to finance one…
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…