Sally - “If it seems too complicated, make it easy on yourself – just send money. How about tens and twenties?” My how the times have changed! This quote from “A Charlie Brown Christmas” is 52 years old this year. The 1965 holiday classic centered around Charlie as he struggled to find the meaning of Christmas [...]
At Mackey Advisors we are all about taking simple steps to maximize your financial well-being. Each year some of the most beneficial steps often go unnoticed. While filing taxes each Spring is important, planning for taxes each Fall is often MORE financially rewarding. It’s not every day I come across a worthwhile article, however Kiplinger has [...]
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. [...]
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 [...]
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 [...]
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 [...]
Suitability vs. Fiduciary You have been working hard. Saving, investing, and dreaming of someday retiring and enjoying the fruits of your labor. Whether you feel you have done well, or are maybe feeling embarrassment for being under prepared, you take the step to go see a financial advisor for a checkup. Perhaps like your last visit [...]
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 [...]
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 [...]
“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 [...]
