Creating a Board of Advisors – Preparing for the First Meeting

Part 5 of 6

This is the fifth in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here.  I knew that if I expected my Board to be prepared, I had to be prepared.   I set a date for getting… Read More

Creating a Board of Advisors – The Interviews

Part 4 of 6

This is the fourth in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here. With my skills sets in hand, my Aileron consultant began sending me resumes for potential candidates. I was getting more excited, and… Read More

Creating a Board of Advisors – Choosing the Skill Set of Your Board

Part 3 of 6

This is the third in a series of blogs posts about my personal journey to putting a Board of Advisors together. To view all blog posts on our Board of Advisors please click here.    Getting clear on what skill sets I was looking for on my Board was one of my most important decisions.  Writing… Read More

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