I am the baby in my family. My sibling was born a little less than a year before I was, and we have been inseparable our whole lives. My name is Sarah Grace, my sibling’s name is Mackey Advisors. Our mother, Mackey McNeill, created Mackey Advisors 31 years ago. To this day the smell of… Read More
When I returned to Mackey Advisors in 2009 we had a beautiful “brand” created by Jon LoDuca and his team at Wisdom Link. Although we had a messaging guide and a logo that were perfect we were not capitalizing on our investment. Our marketing materials contained invaluable information, but we were not using our branding… Read More
In the recently released Notice 2013-14, the IRS provided a bit of relief for employers who wish to take advantage of the Work Opportunity Tax Credit (WOTC), which was retroactively extended by the American Taxpayer Relief Act of 2012 (ATRA). Employers now have until April 29, 2013, to file the qualified employee certification form with… Read More
In our lives we all struggle with achieving our goals. Sometimes we are not specific enough, it “took too long”, or the goals were completely unrealistic. SMART goals are the best way to create goals that are achievable. Whether you are setting a goal for yourself, you employees, or your finances be sure to be SMART. SMART… Read More
In November of last year I went to Bold Fusion, the largest annual convergence of YPs in the Greater Cincinnati area. It was my second year attending, and it still has me thinking about the Gen Y/Millennial/Digital Native generation. Many senior managers and executives describe Gen Y as entitled, overly confident, unwilling to “work their… Read More
Tis’ the season for giving gifts, spreading joy & living in excess! Here are 10 tips on how to become a lean, green holiday machine. We all love getting holiday cards in the mail, but this year save a tree and some money by sending out e-cards to your loved ones. If your family will… Read More
We will be revamping our newsletter in 2013, and we want your feedback! We will be segmenting our monthly newsletter into more specific categories so that our wonderful subscribers only receive the information they want! Please take this very, very short survey and help us deliver better information to you. Click here to take survey… Read More
Life isn’t about stuff. The most important lesson a child needs to learn to lead a healthy money life is that stuff isn’t the most important thing. A great way to teach this to your children is to lead by example, and have conversations with your kids about what their perceptions of rich and poor… Read More
As many of you know we are in the home stretch of our construction project at 601 Fairfield Avenue in Bellevue, Kentucky. Our relocation/construction project has taken three years to complete and we cannot wait to move into a space that champions the brand and vision of Mackey Advisors as much as we do. The… Read More