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2018 Economic Update | Mackey Advisors Virtual Happy Hour

By | 2018-01-11T17:52:36+00:00 November 1st, 2018|Tags: , , , , , |

To register please click here What: Mackey Advisors Virtual Happy Hour - 2018 Economic Update Who: Andy Pulsfort , John Nunan & Matt Lobaugh Time: 4pm to 5pm ET Dates: Thursday, November 1st The Skinny:  Grab a cold drink and join us for an economic update.  Whether you are a business owner or individual investor, join us to [...]

2018 Economic Update | Mackey Advisors Virtual Happy Hour

By | 2018-01-11T17:53:04+00:00 August 2nd, 2018|Tags: , , , , , |

To register please click here What: Mackey Advisors Virtual Happy Hour - 2018 Economic Update Who: Andy Pulsfort , John Nunan & Matt Lobaugh Time: 4pm to 5pm ET Dates: Thursday, August 2nd The Skinny:  Grab a cold drink and join us for an economic update.  Whether you are a business owner or individual investor, join us to [...]

2018 Economic Update | Mackey Advisors Virtual Happy Hour

By | 2018-01-11T17:53:38+00:00 May 3rd, 2018|Tags: , , , , , |

To register please click here What: Mackey Advisors Virtual Happy Hour - 2018 Economic Update Who: Andy Pulsfort , John Nunan & Matt Lobaugh Time: 4pm to 5pm ET Dates: Thursday, May 3rd The Skinny:  Grab a cold drink and join us for an economic update.  Whether you are a business owner or individual investor, join us to [...]

2018 Economic Update | Mackey Advisors Virtual Happy Hour

By | 2018-01-11T17:54:31+00:00 February 1st, 2018|Tags: , , , , , |

To register please click here What: Mackey Advisors Virtual Happy Hour - 2018 Economic Update Who: Andy Pulsfort , John Nunan & Matt Lobaugh Time: 4pm to 5pm ET Dates: Thursday, February 1st The Skinny:  Grab a cold drink and join us for an economic update.  Whether you are a business owner or individual investor, join us to [...]

Tax Cuts and Jobs Act: 529 Plans Expand

By | 2018-02-01T13:52:00+00:00 February 1st, 2018|Categories: Personal Planning|Tags: , , , , , , |

In December 2017, the Tax Cuts and Jobs Act, a sweeping $1.5 trillion tax-cut package, became law. College students and their parents dodged a major bullet with the legislation, as initial drafts of the bill included the elimination of Coverdell Education Savings Accounts, the Lifetime Learning Credit, and the student loan interest deduction. Also on the [...]

2017 Economic Update – Mackey Advisors Virtual Happy Hour

By | 2017-04-18T21:53:50+00:00 November 2nd, 2017|Tags: , , , , , |

To register please click here What: Mackey Advisors Virtual Happy Hour - 2017 Economic Update Who: Andy Pulsfort & John Nunan Time: 4pm to 5pm ET Dates: Thursday, November 2nd The Skinny:  Grab a cold drink and join us for an economic update.  Whether you are a business owner or individual investor, join us to learn about how [...]

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2017 Economic Update – Mackey Advisors Virtual Happy Hour

By | 2017-04-18T21:56:54+00:00 August 3rd, 2017|Tags: , , , , , |

To register please click here What: Mackey Advisors Virtual Happy Hour - 2017 Economic Update Who: Andy Pulsfort & John Nunan Time: 4pm to 5pm ET Dates: Thursday, August 3rd The Skinny:  Grab a cold drink and join us for an economic update.  Whether you are a business owner or individual investor, join us to learn about [...]

Comments Off on 2017 Economic Update – Mackey Advisors Virtual Happy Hour

Social Security and Medicare Trustees Reports: Financial Challenges Continue

By | 2017-07-26T19:14:22+00:00 July 27th, 2017|Categories: Personal Planning|Tags: , , , , , , |

Every year, the Trustees of the Social Security  and Medicare Trust Funds release reports to Congress on the current financial condition and projected financial outlook of these programs. The newest reports, released on July 13, 2017, discuss the ongoing financial challenges that both programs face, and project a Social Security cost-of-living adjustment (COLA)  for 2018. What [...]

Back to the Basics of Savings and Investing

By | 2017-07-19T19:31:10+00:00 July 19th, 2017|Categories: Personal Planning|Tags: , , , , , , |

This blog post is going to be about portfolios and asset allocation!  I bet you just thought to yourselves “Wow, what an exciting topic!”  If I have kept your interested thus far, I hope you will keep reading because like our process The Prosperity Experience™, we strive to make investing and investment education fun and interactive.  [...]

Your Ever Changing Future Is No Place For A “Rule Of Thumb”

By | 2017-06-23T16:03:12+00:00 June 23rd, 2017|Categories: Personal Planning|Tags: , , , , , , |

Do you go to a doctor when you get sick?  Of course!  Do you take your car to the mechanic?  You bet!  This makes it interesting why so many people choose to act as their own financial advisor.  Having 6 different mutual funds might cause someone to brag about how they are diversifying, or perhaps a [...]