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Happy Holidays to Everyone!

By | 2017-12-20T20:17:06+00:00 December 20th, 2017|Categories: Personal Planning|Tags: , , , , , |

Sally - “If it seems too complicated, make it easy on yourself – just send money. How about tens and twenties?”  My how the times have changed!  This quote from “A Charlie Brown Christmas” is 52 years old this year.  The 1965 holiday classic centered around Charlie as he struggled to find the meaning of Christmas [...]

Matt’s Monthly Money Must Do’s | January 2018

By | 2017-12-27T20:48:35+00:00 December 15th, 2017|Categories: Personal Planning|Tags: , , , , , |

January is often the coldest month of the year in the Northern Hemisphere.  In fact, in January 2017 there was a European cold wave that hit a lot of Eastern and Central Europe.  Greece was blanketed in unusually heavy snowfall.   Santorini, which typically has Mediterranean weather, was covered in snow causing transportation delays. This is great [...]

Matt’s Monthly Money Must Do’s | December 2017

By | 2017-11-21T21:52:36+00:00 November 21st, 2017|Categories: Personal Planning|Tags: , , , , , |

Do you ever feel “-meh” about the holidays?  Some people love them too much!  They will put their decorations up too early and keep them up too long.  Others, well, they just despise the holidays and refuse to decorate at all.  I certainly fall somewhere in the middle, but people will never admit they are indifferent [...]

Matt’s Monthly Money Must Do’s | November 2017

By | 2017-10-19T15:46:54+00:00 October 19th, 2017|Categories: Personal Planning|Tags: , , , , , |

November is a big birthday month in my family.  My two sisters and father have birthdays in November.  So not only do I have to worry about their birthday gifts, but I also must start addressing Christmas shopping!  November is always an absentmindedly expensive month for me, and then you add some additional expenses like gifts. [...]

Simple & Actionable Year-End Tax Tips

By | 2017-10-26T19:54:26+00:00 October 18th, 2017|Categories: Personal Planning|Tags: , , , , |

At Mackey Advisors we are all about taking simple steps to maximize your financial well-being.  Each year some of the most beneficial steps often go unnoticed.  While filing taxes each Spring is important, planning for taxes each Fall is often MORE financially rewarding.  It’s not every day I come across a worthwhile article, however Kiplinger has [...]

Medicare Open Enrollment Begins October 15

By | 2017-10-12T14:49:29+00:00 September 29th, 2017|Categories: Personal Planning|Tags: , , , , |

What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what the plans cost and cover. In addition, your health-care needs may have changed over the past year. [...]

Matt’s Monthly Money Must Do’s | October 2017

By | 2017-09-19T20:21:34+00:00 September 18th, 2017|Categories: Personal Planning|Tags: , , , , |

Is there anything better than a fire on a nice fall evening?  Enjoy some apple cider, an outdoor fire and the lovely foliage.   It is a wonderful time to be out in the yard enjoying the change of season.  Just make sure that if you are doing this on Halloween, you take the appropriate precautions. Fall [...]

Matt’s Monthly Money Must Do’s | September 2017

By | 2017-08-18T16:41:17+00:00 August 18th, 2017|Categories: Personal Planning|Tags: , , , , , , |

The Romans were lazy.  That’s right, I said it: “Lazy”.  The typical response would be that, along with building an empire, Romans built highways, aqueducts, coliseums, etc.  Many of those basic designs are used today, as is the Julian Calendar, another brilliant innovation under the Roman empire.  How could they have been lazy?  Well, the Julian [...]

Social Security and Medicare Trustees Reports: Financial Challenges Continue

By | 2017-07-26T19:14:22+00:00 July 27th, 2017|Categories: Personal Planning|Tags: , , , , , , |

Every year, the Trustees of the Social Security  and Medicare Trust Funds release reports to Congress on the current financial condition and projected financial outlook of these programs. The newest reports, released on July 13, 2017, discuss the ongoing financial challenges that both programs face, and project a Social Security cost-of-living adjustment (COLA)  for 2018. What [...]

Back to the Basics of Savings and Investing

By | 2017-07-19T19:31:10+00:00 July 19th, 2017|Categories: Personal Planning|Tags: , , , , , , |

This blog post is going to be about portfolios and asset allocation!  I bet you just thought to yourselves “Wow, what an exciting topic!”  If I have kept your interested thus far, I hope you will keep reading because like our process The Prosperity Experience™, we strive to make investing and investment education fun and interactive.  [...]