Halfway Through 2024
Justin McCurdy, CFP Justin McCurdy, CFP

Halfway Through 2024

We’re halfway there! Halfway to 2025 that is – making it a nice time to reflect on the first half of 2024.

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Estate Planning Checklist
Justin McCurdy, CFP Justin McCurdy, CFP

Estate Planning Checklist

Who needs estate planning? EVERYONE - Needs and complexity vary, but estate planning is applicable for everyone.

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Cash Matters
Justin McCurdy, CFP Justin McCurdy, CFP

Cash Matters

Is your cash yielding 4%? If not, here’s how to efficiently use your cash.

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