Stocks: Conquering the Long Game with $10,000 and the S&P 500
By Roland McIntyre, CFP® Imagine stepping into a time machine, setting aside $10,000 in 1940, and whispering a wish: “Make this grow for the long haul.” Fast forward to today, and you’d be staring at a financial Everest, a testament to the power of time and patience. Let’s dissect this hypothetical journey, revealing the magic […]
Tax Numbers for 2024
Tax Numbers for 2024 Roland McIntyre, CFP®, ChFC® Level Up Your Tax Game in 2024: Numbers You Need to Know! It’s that time of year again, folks, where numbers dance in our heads and spreadsheets become our best friends. Buckle up, because 2024’s tax season is just around the corner, and guess what? I’ve got […]
Start The Year On The Right Foot
Start The Year On The Right Foot The beginning of the new year is the perfect time to discuss the various factors influencing your planning. For example, we can: Look at your progress toward your goals and consider any new goals you’ve set for yourself. Evaluate your insurance coverages to make sure your risks […]
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