Ideal vs. Acceptable

Financial Planning Definitions

At Mackey Advisors™ we do some things a bit differently than the rest of the financial world.  Prospective clients are looking for financial advice they are encouraged not to show up to our office with briefcases bulging with investment statements and tax returns.  Numbers are numbers and too often they bring on feelings of fear… Read More

Dealing with Divorce

Divorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with the right preparation, you can protect your interests, take charge of your future, and save yourself time and money. You certainly never expected divorce when you cut the wedding cake–you and your spouse planned on… Read More

Financial Planning – Helping You See the Big Picture

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

Attracting & Serving Gen-X & Gen-Y Clients

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

Download Our SMART Financial Goal Creation Tool for Small to Mid-Sized Businesses

This tool is for business leaders looking to define their organization’s financial goals and build a path to achievement. This is a brand new tool for Mackey Advisors & we would love to hear your feedback on how it can be improved!    

Taking on 5 Big Retirement Myths

reposted from thestreet.comby: Brian O’ConnellMarch 19, 2013 It is said that the ancient Greeks had a knack of wrapping truths in myths, the better to communicate everyday truths. An interesting concept, but one that won’t wash with our investment experts, who were invited to pick their biggest retirement planning myth and debunk it, whether it be how… Read More

Metrics that Matter: Curing Data Overwhelm

We live in a time where information is at our fingertips like never before.  The question up for debate is whether access to all of this information is a blessing or a curse. Currently, many business owners spend more time trying to determine what data to measure rather than actually analyzing and acting upon it…. Read More

Annual Tax Update Letter to our Clients & Friends

The links below contain two very important letters pertaining to the tax law changes enacted by Congress. Before you start to prepare your individual or small business tax return please read these letters. If you have any questions or concerns please go to our contact page and drop us a line! Tax Update Letter for… Read More

7 Tips for Creating Prosperity

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

Reasons for Guarded Optimism (And Why Market Timing Seldom Works)

The stock market caught everybody off-guard on Friday August 3rd; the S&P 500 index climbed 1.90% on news that the U.S. economy created 163,000 new jobs in July–about 60% more than economists were expecting.  Or maybe it was attributed to excitement over the Grand Opening of our new offices in Bellevue, Kentucky.  Somehow I doubt… Read More