Money is a fact of our everyday lives and in order to live happy, prosperous lives we must be financially literate. Sadly, the data tells us that as a society we are not properly preparing ourselves or our children. This means every day money creates unnecessary stress in our lives and our relationships. Here are… Read More
reposted from USAToday.comApril 2, 2013 With only two weeks to go to file your 2012 tax return, you probably have questions. Whether you prepare your own tax return or pay someone to do it for you, we are here to help. Every day until April 15, members of the American Institute of Certified Public Accountants have agreed… Read More
reposted from: Planner – AICPA Personal Financial Planning Division NewsletterMarch/April 2013, Volume 29, Number 2 When you ask baby boomers about Gen X and Gen Y, most will give you an exasperated monologue on the challenges of these generations. You will hear phrases such as “disrespectful of authority,” “lacking a work ethic,” and “self-centered.” The… Read More
1. What are the leading Key Performance Indicators (KPI) in this business? Many CEO’s try to manage their business by only reviewing their P&L. This is a disaster in the making, it would be akin to driving coast to coast looking in the rear view mirror. In this fast paced world, you need to be… Read More
I was blessed to have 10 days in early February at a yoga retreat on beautiful Paradise Island in the Bahamas to renew and refresh. 2012 marked my 30th year in business, and I saw these 10 days as a gift to myself. Those 10 days were also a gift to me by the incredible… Read More
You may be thinking, Okay Mackey, so you went to a conference, big deal. Well, this conference is a BIG deal. It is the best technical financial planning conference of the year. Topics covered include: investment updates, market trends, tax updates, the latest in insurance and estate planning, and best practices for improving your business…. Read More
Here are my tips for a more positive, joyful and prosperous 2013. Reflect on your success in 2012. Success begets success. When you focus on the positive, you naturally create more. Small wins keep you going, particularly in times of stress. Find the good! Use the My Money Checklist tool to discover 1 or 2… Read More
As business owners, way too much energy is spent fighting economic cycles. Cycles cannot be controlled any more than the seasons. Time and energy is better spent, understanding and learning to work with economic cycles. Think about it this way, there is a time for everything. Spring is a time for planting tomatoes. If you… Read More
“No problem can be solved from the same level of consciousness that created it.” ~ Albert Einstein In my second year in business and I decided it was time to get serious and set some goals for the coming year. I set a revenue goal of $70,000. It seemed like a farfetched idea at the… Read More
Are you hoping or planning for a prosperous life? Here is the perspective and method you need to plan, execute and enjoy a prosperous life. Many people whine about not having prosperity. Playing the victim does gain us listeners and sympathy (and makes good headlines). A Wall Street Journal headline, The Economy Stole my Retirement… Read More