5 of the Worst Things You Can Do With Your Money

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

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

How to Invest Leading Up To – and In – Retirement

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

Tax Q&A: Can I deduct property tax without itemizing?

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

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

Teach Your Children Well: Basic Financial Education

Even before your children can count, they already know something about money: it’s what you have to give the ice cream man to get a cone, or put in the slot to ride the rocket ship at the grocery store. So, as soon as your children begin to handle money, start teaching them how to… 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!    

6 Financial Questions Every CEO Must be Able to Answer

 1. What are the leading Key Performance Indicators (KPI) in this business? Many CEO’s try to manage their business by only reviewing their P&L.  This is a disaster in the making, it would be akin to driving coast to coast looking in the rear view mirror.  In this fast paced world, you need to be… Read More

Spring INTO Cleaning! Guest Blog by DivaCFO

Spring: Noun: A season that comes after winter representing a time of new birth, refreshing and cleanse Spring: Verb: to jump into action Cleaning: Verb: the dreaded chore…unless you make it FUN! Spring is all about fresh air, flowering trees and everything new so why not embrace this season,  spring into action and clean out… Read More

Mackey Advisors Economic Update: First Quarter 2013

Overall, the U.S. Economy continues to survive a passage through a seemingly unending series of self-inflicted crisis; specifically, presidential elections, the fiscal cliff, sequestration, and now Europe (Cyprus to be exact).   While the political backdrop continues, there are clear signs the U.S. economy is continuing to expand.  Most key metrics are showing continued improvement in… Read More