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
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
Three years ago, on March 23, 2010, President Obama signed the Affordable Care Act (ACA) into law. While several substantial provisions don’t take effect until 2014, many of the Act’s requirements already have been implemented, including: Insurance policies must allow young adults up to age 26 to remain covered on their parent’s health insurance. Insurers… Read More
reposted from Yahoo Financeby: Lisa ScherzerApril 16, 2013 Financial blunders are made all the time and everywhere – at the grocery store, at the bank, in the housing market, in the stock market, with your children’s allowance. Some stem from a lack of knowledge or awareness, while others are the result of human behavior that… Read More
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help you reach your goals by… Read More
reposted from: FoxBusiness.comby: Andrea MuradApril 12, 2013 The retirement equation isn’t looking good for baby boomers right now. “Boomers have weathered many challenges in a short period of time: the financial crisis, high unemployment, rising medical costs and supporting aging parents and adult children,” says Pat O’Connell, executive vice president of the Ameriprise Advisor Group…. Read More
Here are six last-minute things to keep in mind as the due date for most individuals’ 2012 federal income tax returns approaches. File on time, pay any taxes due The due date for 2012 federal income tax returns is April 15, 2013. If you’re not going to be able to file your federal income tax… 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
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