The Prosperity Experience

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Matt’s Monthly Money Must Do’s

By | 2017-06-14T15:17:41+00:00 June 13th, 2017|Categories: Personal Planning|Tags: , , , , , |

July is usually hot, stormy, and always unbelievably busy, so I can understand your financial to-do list usually takes a back seat.  I, however, think you can easily accomplish on of these tasks in less than 45 minutes out of the 44,640 minutes available in July. Re-evaluate your homeowners/renter’s insurance Summer is usually a good time [...]

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 [...]

Financial Basics for Millennials

By | 2017-06-14T17:19:07+00:00 April 17th, 2017|Categories: Personal Planning|Tags: , , , , , |

With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While you're excited by all the opportunities life has to offer, you're also aware of your emerging financial responsibility. In the financial realm, the millennial generation (young adults born between 1981 [...]

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 [...]

Cincy Chic Features Mackey Advisors!

By | 2017-05-11T15:17:22+00:00 January 12th, 2017|Categories: Press Room|Tags: , , , , , |

The Mackey Advisors Team is thrilled to have been featured in the online publication, Cincy Chic! Mackey Advisors has been in Cincinnati since 1982, when it was first started as a traditional financial services firm. Mackey Advisors eventually grew to become one of the largest women-owned businesses in Greater Cincinnati.Today, Mackey Advisors works with individuals, couples, [...]

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 [...]

Finding the Balance Between Success and Happiness

By | 2017-05-09T22:13:42+00:00 December 23rd, 2015|Categories: Personal Planning, Uncategorized|Tags: , , |

“If I could work my will, every idiot that goes about with “Merry Christmas” on his lips, should be boiled with his own pudding, and buried with a stake of holly through his heart!”…Ebenezer Scrooge Does this sound like anyone you know?  While it is from the original Charles Dickens’s, “A Christmas Carol,” I like to [...]

What is The Intersection of Joy & Money?

By | 2017-05-09T22:13:45+00:00 December 2nd, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , |

Joy is not in things, it is in you. The Intersection of Joy and Money happens when you are present to both joy and money simultaneously in the present. This is true prosperity. Joy is not in things, it is in you. Joy is an inside job. Money is used to get things. If joy is [...]

2015 Investment Report: Dare to Believe?

By | 2017-05-09T22:13:24+00:00 January 28th, 2015|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , |

Looking back on 2014, people are going to say it was a great year to be an investor. They won’t remember how uncertain the journey felt right up to the last day of a year that saw the S&P 500 close at a record level on 53 different days. Think back over a good year in [...]

Sustainable Withdrawal Rates – Part 2

By | 2014-10-20T17:28:07+00:00 October 20th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , |

As mentioned in part I: Sustainable Withdrawal Rates, estimating the correct amount to withdraw from your retirement savings is critical in ensuring you make your investments last for your entire life as well as your spouses. Part II focuses on the various techniques that can be employed to minimize the risk associated with outliving your retirement [...]