Macaulay & Associates, LLC

Macaulay & Associates, LLC We are a Financial Planning and Investment Advisory Firm serving York County SC & Charlotte NC

Asking the right question can greatly impact your future — especially when it comes to your finances. That’s why It’s Go...
03/08/2024

Asking the right question can greatly impact your future — especially when it comes to your finances. That’s why It’s Gotta Be a CFP®.

Schedule a time to talk with us --> https://calendly.com/macaulay-associates

01/19/2024

January is Financial Wellness Month, a time to check-in with your financial strategy.

02/07/2023

What's included in the SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

We are thankful to be able to serve our family, friends, and community. We will be closed tomorrow to celebrate our many...
11/23/2022

We are thankful to be able to serve our family, friends, and community. We will be closed tomorrow to celebrate our many blessings.

We have had a few questions regarding I-Bonds and inflation protected investments. Here is a good article explaining som...
10/20/2022

We have had a few questions regarding I-Bonds and inflation protected investments. Here is a good article explaining some pro and cons to different choices for your consideration. Let us know if you have questions regarding your individual situation.

I Bonds boast tax advantages, but purchase limits reduce appeal.

We welcome all discussions on portfolio allocation. Reach out today to discuss our view on current conditions and change...
05/27/2022

We welcome all discussions on portfolio allocation. Reach out today to discuss our view on current conditions and changes we have and are considering making.

What makes up your investment portfolio? Read on to learn more about asset allocation and how you can balance potential risks and rewards.

We will be closed tomorrow for the Christmas Holiday.  Enjoy time with your loved ones!
12/23/2021

We will be closed tomorrow for the Christmas Holiday. Enjoy time with your loved ones!

12/03/2021

Setting goals and tracking your progress will give you the confidence you need to make your own financial decisions. Use our quick and easy tool to see what it takes to reach your goals!

Land of the free, because of the brave.  Happy Veterans Day!
11/11/2021

Land of the free, because of the brave. Happy Veterans Day!

Be sure to "crawl" Down Town Fort Mill during October and enjoy all of the scarecrows!  We think ours is right on target...
10/01/2021

Be sure to "crawl" Down Town Fort Mill during October and enjoy all of the scarecrows! We think ours is right on target.😀

09/10/2021

Will a reduction in Social Security benefits affect you? Strategizing multiple sources of income and planning ahead is key. Here are 5 ways to help fill the gap.

Macaulay & Associates is happy to announce from now until year end, anyone who signs on as a new client will have $100 d...
08/27/2021

Macaulay & Associates is happy to announce from now until year end, anyone who signs on as a new client will have $100 donated in their name to Rock Hill Miracle Park ! Also, if you are referred from an existing client, we will donate $100 in their name too!

We have a ❤ for Miracle Park and encourage you to consider donating to this amazing project!

A little bit about Rock Hill Miracle Park

Miracle Park is a project designed for people of ALL ages and abilities to play and work! It will be located in Rock Hill, SC and will be the first of its kind in the US! It will also be the first park in the world to hold a Universal Design certification. Miracle Park will consist of 2 Miracle Fields, one standard field, as well a state-of-the-art inclusive playground with National Site Certification for Inclusive Play! The Grand Opening is September 18th for phase one and the total timeline for FULL completion is 2-3 years. Once completed the park will include the recreation area as well as a retail space dedicated to employing people with different abilities. Check out their website https://www.miracleparkrockhill.com/ to see progress and get more information on how you can help out!

Address

111 Clebourne Street Suite 130
Fort Mill, SC
29715

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+18038027224

Alerts

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