Back to the Basics of Savings and Investing
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 [...]
Your Ever Changing Future Is No Place For A “Rule Of Thumb”
Do you go to a doctor when you get sick? Of course! Do you take your car to the mechanic? You bet! This makes it interesting why so many people choose to act as their own [...]
Why Planning is Important
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 [...]
10 Years and Counting: Points to Consider as You Approach Retirement
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 [...]
Planning Your Financial Future
Let’s take a few minutes to discuss personal financial planning – or as we call it Prosperity Planning™. When we take a step back for a minute it is quite astonishing to think of everything we [...]
Student Loan Debt Limiting Careers, Marriage, Home Buying and Retirement, Survey Reveals
reposted from GoodCall.com by: Terri Williams June 8, 2016 Many students pursue a college degree to obtain the necessary skills, education, and training needed to enjoy many of life’s pleasures, such as pursuing a dream [...]
Marriage and Money
U.S. Supreme Court decisions have given same-sex married couples the same rights and privileges as opposite-sex married couples. If you're married or on your way to the altar, you'll want to sort through the financial implications [...]
IRA Contributions
So instead of wasting your time trying to convince you how great they are, I would rather discuss the mechanics of how you take advantage of them. Devise a savings strategy and start the automatic saving. [...]
When & How to Ask for Financial Help
When is the best time to plant a tree? Twenty years ago. When is the next best time? Today. The same thinking applies to getting financial help. When is the best time to get financial advice? [...]
IRA and Retirement Plan Limits for 2016
IRA contribution limits The maximum amount you can contribute to a traditional IRA or Roth IRA in 2016 is $5,500 (or 100% of your earned income, if less), unchanged from 2015. The maximum catch-up contribution for [...]