Money is a fact of our everyday lives and in order to live happy, prosperous lives we must be financially literate. Sadly, the data tells us that as a society we are not properly preparing ourselves or our children. This means every day money creates unnecessary stress in our lives and our relationships. Here are… Read More
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
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
In our lives we all struggle with achieving our goals. Sometimes we are not specific enough, it “took too long”, or the goals were completely unrealistic. SMART goals are the best way to create goals that are achievable. Whether you are setting a goal for yourself, you employees, or your finances be sure to be SMART. SMART… Read More
As business owners, way too much energy is spent fighting economic cycles. Cycles cannot be controlled any more than the seasons. Time and energy is better spent, understanding and learning to work with economic cycles. Think about it this way, there is a time for everything. Spring is a time for planting tomatoes. If you… Read More
Here is an English lesson for today . . . Conservation by definition is “Preservation or restoration from loss, damage or neglect”; Prosperity is “The condition of . . . having success, flourishing, being well-off”. That being said, one can see that in order to realize prosperity, conservation is needed. Whether you are choosing to… Read More
reposted from the Business Courierby: Steve WatkinsAugust 24, 2012 Forward Thinker: McNeill spent years as a CPA, then finally decided to stop looking back, the Business Courier Mackey McNeill can’t be quickly summed up. Sure, she’s best known as the founder of Bellevue-based wealth advisory firm Mackey Advisors. But she also owns an organic farm,… Read More
As most of you know, we are in the process of trying to renovate a historic building on Fairfield Avenue in Bellevue, KY. Recently a $35,000 urban revitalization grant came up for grabs. We felt that our project met the qualifications, and submitted an application. We ultimately did not get the grant, but I learned… Read More
I have been investing for 38 years. While many cycles have been less fun than others, the markets of recent memory rank as my least favorite. Information travels at the speed of light and public markets respond to news just that quickly. What the market sees as positive one day can send the market into… Read More
This month’s Go Green is dedicated to the green business! Traditionally good for mankind initiatives have not taken off until they become monetarily advantageous for businesses. Well, guess what!? It’s happening. Almost every business touts their green prowess now whether it be turning the lights off when they leave the office or building a LEED… Read More