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 a great piece on 4 simple and actionable items to capitalize on year-end tax planning.  Click on the image below to read the full article.


4 Year-End Tax-Savings Tips to handle Before Thanksgiving

By: Lisa Brown, CFP | Brightworth  October 2017



Be sure to reach out to the Mackey Advisors team to learn more and be certain you are making the most of the closing months of 2017.