How to get a tax deduction on your student loans
By Roland McIntyre, CFP® 📢 Student Loan Borrowers: Don’t Miss Out on This Tax Break! 📢 🎓 Did you know you can still deduct up to $2,500 in student loan interest from your taxes? 💰 Here’s the deal: * Income Limits: To qualify for the full deduction for your 2024 tax return, your Modified Adjusted […]
Why the Black Community needs Financial Advisors (and No, It’s Not Just for the Rich!)
By Roland McIntyre, CFP® Ashley is businesswoman, a young black businesswoman who grew up in a household where money was always tight. Financial literacy wasn’t exactly a dinner table conversation, unless you count those intense debates about paying for bills after the holidays or a vacation. She entered adulthood feeling overwhelmed by budgeting, debt, and […]
Stocks: Conquering the Long Game with $10,000 and the S&P 500
[embedyt] https://www.youtube.com/watch?v=rBbhUudoQwk[/embedyt] 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 […]
Tax Numbers for 2025
Tax Numbers for 2025 Roland McIntyre, CFP®, ChFC® Level Up Your Tax Game in 2025: 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 2025’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 goals for 2025. 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 […]
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