financial planning

/Tag: financial planning

Happy Holidays to Everyone!

By |2017-12-20T20:17:06+00:00December 20th, 2017|Categories: Personal Planning|Tags: , , , , , |

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 [...]

Ask Mackey | How to Thrive

By |2016-09-14T12:58:56+00:00September 14th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , |

https://vimeo.com/182603853/settings/embed Our brain is wired to be on alert to anything that threatens your survival.  The amygdala is an almond shaped sliver in the temporal lobe of your brain that is responsible for your primal emotions like rage, hate and fear.   It serves as your early warning system for danger. Once stimulated, the amygdala becomes hyper [...]

Ask Mackey | Money & Fear

By |2016-06-08T13:04:32+00:00June 8th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , , |

Money. Fear. Like peanut butter and jelly, money and fear are compatible companions. Of course money brings up feelings of fear.   Money is the clothes on your back and the roof over your head.  Money is the tool you use to meet your basic needs, like health care, shelter, food and clothing as well as how [...]

The Four Ways We Avoid Fear

By |2017-05-09T22:13:50+00:00June 2nd, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , |

Money. Fear. Like peanut butter and jelly, money and fear are compatible companions. Of course money brings up feelings of fear.   Money is the clothes on your back and the roof over your head.  Money is the tool you use to meet your basic needs, like health care, shelter, food and clothing as well as how [...]

Prospering in a Chaotic World

By |2017-05-09T22:13:28+00:00April 22nd, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , , , , , , |

The fourth and final secret to being your most prosperous self is to measure your progress and take time to reassess your path. When you measure the right things, you stay focused on what is important. This is critical is a world of chaos, as it is easy to be attracted to the next shiny object [...]

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Prospering in a Chaotic World

By |2017-05-09T22:13:28+00:00April 15th, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , , |

Secret three to being prosperous in a chaotic world is to create great structures. Structure includes the places, plans, people, and elemental pieces of your life. When you are prosperous, you are your most alive and engaged self. Think of a seed. While it remains in the seed package it doesn’t sprout and grow. But take [...]

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Diversification – Creating a Balanced Investment Portfolio

By |2014-09-11T15:07:28+00:00September 11th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , |

One method to alleviate your fear of the market is to do your homework on “the market”. Not all assets behave in the same manner at the same time. Some go up when others go down. By building a portfolio that takes this into consideration, you spread your risk across all areas of the market. In [...]

Having Kids – Financial Planning for Adoptive Parents

By |2017-05-09T22:13:04+00:00April 1st, 2014|Categories: Personal Planning, Uncategorized|Tags: , , |

This is a five part blog series focused on the financial aspects of having children.  Specifically, the issues one should consider prior to bringing a child into a family.  This is part four, Financial Planning Issues for Adoptive Parents. To read the first, Having the “Serious” Talk, click here.  To read the second, Budgeting for a [...]

Two Supreme Court Rulings Boost Same-Sex Marriage Rights

By |2013-06-27T20:32:32+00:00June 27th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , |

On June 26, 2013, the U.S. Supreme Court announced its rulings on two landmark cases related to same-sex marriage. The 5-4 decisions bolster the federal benefits available to same-sex married couples and clear the way for same-sex marriages in California. In the first case, the court struck down Section 3 of the Defense of Marriage Act [...]

Financial Planning – Helping You See the Big Picture

By |2017-05-09T22:12:17+00:00April 16th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , , , , , , , , , |

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in. Financial planning is a process that can help you reach your goals by evaluating [...]