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Press2017-04-18T20:55:36-04:00

Vacations tend to come with baggage: Credit card debt

repost­ed from: USA Today by: Ani­ta Bal­akr­ish­nan June 29, 2015 Sum­mer is time for a well-earned vaca­tion — except some have earned it more than oth­ers. Almost half of peo­ple are jet­ting off with­out sav­ing […]

Mother and Daughter, Partners in Business

repost­ed from: Daugh­ters in Charge By: Amy Katz April 7, 2015 Pod­cast Theme: Moth­er and Daugh­ter, Part­ners in Busi­ness Pod­cast Sum­ma­ry: A daugh­ter learned how to work effec­tive­ly with her mom and to make her own unique con­tri­bu­tions […]

Bellevue Taps Lead Fundraiser to Bring Red Bike to Town

repost­ed from: Riv­er City News by: Michael Monks March 12, 2015 Belle­vue has appro­pri­ate­ly turned to the head of Mack­ey Advi­sors, the Fair­field Avenue-based finan­cial man­age­ment firm, to lead its fundrais­ing efforts to land Red […]

The Best Gift from Gen 1 to Gen 2

Goer­ing Cen­ter Newslet­ter­Jan­u­ary 15, 2015by: Mack­ey McNeill He is 62, the first gen­er­a­tion. She is 40, the sec­ond gen­er­a­tion. They are ready to make the tran­si­tion from Gen 1 to Gen 2. While the chal­lenges […]

Scammers Targeting Vulnerable Elderly

repost­ed from FoxBusiness.comby: Andrea MuradOc­to­ber 29, 2014 Finan­cial fraud is dev­as­tat­ing to every­one, but it can hit the elder­ly espe­cial­ly hard. “If you’re 20 [years old] and some­thing hap­pens to you finan­cial­ly, you have a […]