Why Your Accountant Just Doesn’t Get You Recently we sat down with a prospect to discuss her current financial support needs, what she felt she needed and how our services may be a fit for her. During the conversation she told us multiple times that she LOVES her accountant and trusts him implicitly. However, while [...]
Most business owners are lousy at finance. The brutal fact is finance isn’t your first love. You just want it to work and not scare the heck out of you. The good news is, you are in good company. Finance brings up a range of emotions, from fear to frustration and everything in between. Because money-centric [...]
Most business owners are lousy at finance. The brutal fact is finance isn’t your first love. You just want it to work and not scare the heck out of you. The good news is, you are in good company. Finance brings up a range of emotions, from fear to frustration and everything in between. Because money-centric [...]
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. [...]
People either love or hate April. I personally like it for a few reasons: busy season is over, my refund check is in the mail, and the weather is changing. Not everyone gets to share in the same experiences as me since their busy season might be different, they may owe come tax time, or they [...]
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 [...]
I read a book the other day that asked the question: “What is the best financial decision you have ever made?” I began to think about how this needs to be asked more by financial planners. Clients don’t readily think of it, but if you ask it as homework, the clients will begin to analyze the [...]
If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new sport or hobby, or spend more time with friends and family? Should you consider relocating? Will you continue to work in [...]
The Sandwich Generation: A colorful label for the people who find themselves providing financial, emotional and physical support for both their aging parents and their children at the same time. According to a 2013 Pew Research Center report, nearly half of adults in the sandwich generation have a parent age 65 or older and are either [...]
Bookkeeping is not as simple as it sounds. It is a skill that requires thought and accuracy. A good bookkeeper makes it easy to review and analyze information; a bad bookkeeper will leave your books in disarray and lead to bad business decisions. The saying goes, “Garbage In, Garbage Out.” Below are 5 traits that make [...]