investing

/Tag: investing

Small Amounts Can Add Up to Big College Savings

By |2017-04-18T20:53:57+00:00October 18th, 2013|Categories: Press Room|Tags: , , , , , , , , , , |

reposted from U.S. News & World Reportby: Reyna Gobel   Parents who stuff their children's college funds with more than they can afford each month are setting themselves up for failure.    "Parents start off saving $500 per month, but then the car breaks down or they need new tires," says Mackey McNeill, a certified public accountant and [...]

How to Become a Savings Junkie in One Simple Step

By |2017-05-09T22:12:49+00:00October 17th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , |

My mother was born a saver. It is in her DNA. To prove this let me share one of her stories:   “One of my favorite pastimes (when I was a little girl) was counting the change in my piggy bank. I always engaged in the ritual alone in my room. I would lie on my [...]

Miss our Asset Allocation Basics webinar?

By |2017-05-09T22:12:50+00:00October 16th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , , , |

The second webinar in our Healthy, WEALTHY, and Wise Women series is now available. Watch it whenever and wherever you want. Mackey McNeill, CPA, PFS, IAR will review some basic investment knowledge including: How to eliminate worry  What is risk, and how to determine how much is too much How to be prepared for market fluctuations What [...]

What is an Asset Allocation?

By |2017-05-09T22:12:22+00:00May 22nd, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , , |

This month we are going back to the basics with a refresher on the topic of asset allocation.  If you are not an investment advisor, it may be a term you are unfamiliar with, especially if you don’t engage with an advisor to manage your assets. You won’t hear asset allocation discussed much on CNBC and [...]

5 of the Worst Things You Can Do With Your Money

By |2017-04-18T20:53:58+00:00April 18th, 2013|Categories: Press Room|Tags: , , , , , , , , , , , |

reposted from Yahoo Financeby: Lisa ScherzerApril 16, 2013 Financial blunders are made all the time and everywhere – at the grocery store, at the bank, in the housing market, in the stock market, with your children’s allowance. Some stem from a lack of knowledge or awareness, while others are the result of human behavior that often [...]

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 [...]

How to Invest Leading Up To – and In – Retirement

By |2017-04-18T20:53:58+00:00April 15th, 2013|Categories: Press Room|Tags: , , , , , , , , , , |

reposted from: FoxBusiness.comby: Andrea MuradApril 12, 2013 The retirement equation isn’t looking good for baby boomers right now. “Boomers have weathered many challenges in a short period of time: the financial crisis, high unemployment, rising medical costs and supporting aging parents and adult children,” says Pat O’Connell, executive vice president of the Ameriprise Advisor Group. “These [...]

Taking on 5 Big Retirement Myths

By |2017-04-18T20:53:58+00:00March 20th, 2013|Categories: Press Room|Tags: , , , , , , , , , , , , , , , , , |

reposted from thestreet.comby: Brian O'ConnellMarch 19, 2013 It is said that the ancient Greeks had a knack of wrapping truths in myths, the better to communicate everyday truths. An interesting concept, but one that won't wash with our investment experts, who were invited to pick their biggest retirement planning myth and debunk it, whether it be how much [...]

News from the AICPA PFP Conference, for the clients and friends of Mackey Advisors™

By |2013-01-30T12:32:10+00:00January 30th, 2013|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , |

You may be thinking, Okay Mackey, so you went to a conference, big deal.  Well, this conference is a BIG deal. It is the best technical financial planning conference of the year.  Topics covered include: investment updates, market trends, tax updates, the latest in insurance and estate planning, and best practices for improving your business. At [...]

Consider 3 of the Safest Investments Within 529 Plans

By |2017-04-18T20:53:59+00:00September 24th, 2012|Categories: Press Room|Tags: , , , , , , , , , , , , , |

Savings accounts, CDs, and money markets can offer stability for parents of future college students. reposted from U.S. News & World Reportby: Reyna Gobel, September 19, 2012 For parents, one of the scariest aspects of investing in a 529 plan, a college savings account with tax benefits, is taking a risk with money used to fund [...]