Women & Retirement Planning

Women face special challenges when planning for retirement. Because their careers are often interrupted to care for children or elderly parents, women may spend less time in the workforce and earn less money than men in the same age group. As a result, their retirement plan balances, Social Security benefits, and pension benefits are often… Read More

Bellevue Taps Lead Fundraiser to Bring Red Bike to Town

River City News

reposted from: River City Newsby: Michael MonksMarch 12, 2015 Bellevue has appropriately turned to the head of Mackey Advisors, the Fairfield Avenue-based financial management firm, to lead its fundraising efforts to land Red Bike stations in the city. Red Bike is the bike-sharing non-profit that is spreading throughout Cincinnati and will soon creep into Northern Kentucky…. Read More

Student Loan Delinquencies on the Rise

In its Q4 2014 Household Debt and Credit Report, the Federal Reserve Bank of New York noted that the student loan delinquency rate is worsening. You can read the full report here. According to the report, student loan debt increased by $31 billion from Q3 2014 to Q4 2014, with outstanding student loan balances now… Read More

Prospering in a Chaotic World

Secret One - Knowing What is Enough

Having enough money is a foundation of happiness. Until we have enough money to meet our basic needs, we are focused on surviving. Secret one to prospering is having enough. That implies, of course, you know what enough is for you. What is enough for you? Do you have a magic happiness number? Why does… Read More

Prospering in a Chaotic World

4 Secrets of Success

With the world at your fingertips, your choices have never been greater. The pace of life has never been faster. The constant expectation from every corner of your life that you will respond immediately to any and all communications can make you feel exhausted before you step out of bed in the morning. How do… Read More

Begin with the End in Mind

Intentional Goal Setting

Our culture supports the idea that life progresses by accomplishing goals. Accomplishing goals is satisfying and gives you a feeling of accomplishment. Small ones like checking off a to do list are fun. Big ones like achieving the annual company goals are even more exciting. The life you get is a result of the choices… Read More

2015 Investment Report: Dare to Believe?

Looking back on 2014, people are going to say it was a great year to be an investor. They won’t remember how uncertain the journey felt right up to the last day of a year that saw the S&P 500 close at a record level on 53 different days. Think back over a good year… Read More

The myRA Retirement Accounts are Now a Reality

Way back in February 2014, I penned a blog about a new option for workers whose employers did not have a workplace savings plan. It was dubbed the myRA and was designed as a starter savings account. President Obama discussed the new savings option in his State of the Union Address last year and the U.S…. Read More

Secret 3 to Making Effective New Years Resolutions

Part 3 of 3

If you have been following this post, you have taken some of your big hairy audacious goals and turned them into small steps. You’ve looked at the intention to your goals and found the higher purpose you are seeking. You have given yourself permission to change the measurement of your goal if you reach your… Read More