Happy Holidays to Everyone!
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 [...]
Simple & Actionable Year-End Tax Tips
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 [...]
Back to the Basics of Savings and Investing
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 [...]
Your Ever Changing Future Is No Place For A “Rule Of Thumb”
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 [...]
Why Planning is Important
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 [...]
Giving Back
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 [...]
Importance of Hiring a Fiduciary
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 [...]
Planning Your Financial Future
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 [...]
Why Mackey Advisors?
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 [...]
Finding the Balance Between Success and Happiness
“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 [...]