prosperity planning

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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 [...]

Guiding Principles for Changing Markets

By | 2017-06-14T17:26:15+00:00 April 19th, 2017|Categories: Personal Planning|Tags: , , , , , |

“What is your intention?”  It’s a big question, and one that leads nearly every aspect of your life – including the parts that deal with money. An investment intent is based on the intractable belief we have in the principles and practices that guide our decision-making for our investment portfolios.  In times of market upheaval and [...]

New Year’s Resolutions

By | 2017-05-24T14:15:18+00:00 February 17th, 2017|Categories: Personal Planning|Tags: , , , , , , |

Resolutions are supposed to be your intention for the new year, not a to-do list for the first week of January that is never fully completed.  I have yet to see someone accomplish a resolution within a week.  We usually get “busy” and  stop caring about what we set out to accomplish within the first couple [...]

Why Planning is Important

By | 2017-05-09T22:14:05+00:00 October 17th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , , |

If you have spent any significant time with the Mackey Advisors team, you have probably realized that we sometimes sound like a broken record when it comes to the concept of “planning”.  That is because almost every new client we work with, we continue to reinforce this huge importance. Often that importance is not just placed [...]

Giving Back

By | 2017-05-09T22:13:58+00:00 September 20th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , , |

We live in a world with thousands of good causes to support every day.  Whether it be a local charity, a friend down on their luck, or that adorable puppy that can’t find a home, there always has been and always will be a need for support.  Thankfully many of us are more than happy to [...]

Overcoming Our Biological Imperative to Get Stuck in Survival Mode

By | 2016-09-07T16:02:45+00:00 September 7th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , , |

Your brain is wired to be on alert to anything that threatens your survival.  The amygdala is an almond shaped sliver in the temporal lobe of your brain that is responsible for your primal emotions like rage, hate and fear.   It serves as your early warning system for danger. Once stimulated, the amygdala becomes hyper vigilant.  [...]

10 Years and Counting: Points to Consider as You Approach Retirement

By | 2017-05-09T22:13:52+00:00 July 7th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , , , |

If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work in [...]

Planning Your Financial Future

By | 2017-05-09T22:13:51+00:00 June 15th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , |

Let’s take a few minutes to discuss personal financial planning – or as we call it Prosperity Planning™.  When we take a step back for a minute it is quite astonishing to think of everything we plan for.  We make plans for dinner, lists for the grocery, and schedules for kitchen duty at the office.  Kids [...]

The Four Ways We Avoid Fear

By | 2017-05-09T22:13:50+00:00 June 2nd, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , |

Money. Fear. Like peanut butter and jelly, money and fear are compatible companions. Of course money brings up feelings of fear.   Money is the clothes on your back and the roof over your head.  Money is the tool you use to meet your basic needs, like health care, shelter, food and clothing as well as how [...]

Why Mackey Advisors?

By | 2017-05-09T22:13:49+00:00 March 11th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , |

Often times I hear from clients that the Mackey Advisors™ experience wasn’t at all what they expected.  Sometimes that immediately happens even after their first meeting with us. We strive to be a breath of fresh air in the financial services profession.  Money is a sensitive topic and it demands an environment where folks feel empowered and [...]