The Prosperity Experience

/Tag: The Prosperity Experience

New Year’s Resolutions

By |2017-05-24T14:15:18+00:00February 17th, 2017|Categories: Personal Planning|Tags: , , , , , , |

Resolutions are supposed to be your intention for the new year, not a to-do list for the first week of January that is never fully completed.  I have yet to see someone accomplish a resolution within a week.  We usually get “busy” and  stop caring about what we set out to accomplish within the first couple [...]

Cincy Chic Features Mackey Advisors!

By |2017-05-11T15:17:22+00:00January 12th, 2017|Categories: Press Room|Tags: , , , , , |

The Mackey Advisors Team is thrilled to have been featured in the online publication, Cincy Chic! Mackey Advisors has been in Cincinnati since 1982, when it was first started as a traditional financial services firm. Mackey Advisors eventually grew to become one of the largest women-owned businesses in Greater Cincinnati.Today, Mackey Advisors works with individuals, couples, [...]

Why Mackey Advisors?

By |2017-05-09T22:13:49+00:00March 11th, 2016|Categories: Personal Planning, Uncategorized|Tags: , , , , |

Often times I hear from clients that the Mackey Advisors™ experience wasn’t at all what they expected.  Sometimes that immediately happens even after their first meeting with us. We strive to be a breath of fresh air in the financial services profession.  Money is a sensitive topic and it demands an environment where folks feel empowered and [...]

Finding the Balance Between Success and Happiness

By |2017-05-09T22:13:42+00:00December 23rd, 2015|Categories: Personal Planning, Uncategorized|Tags: , , |

“If I could work my will, every idiot that goes about with “Merry Christmas” on his lips, should be boiled with his own pudding, and buried with a stake of holly through his heart!”…Ebenezer Scrooge Does this sound like anyone you know?  While it is from the original Charles Dickens’s, “A Christmas Carol,” I like to [...]

What is The Intersection of Joy & Money?

By |2017-05-09T22:13:45+00:00December 2nd, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , |

Joy is not in things, it is in you. The Intersection of Joy and Money happens when you are present to both joy and money simultaneously in the present. This is true prosperity. Joy is not in things, it is in you. Joy is an inside job. Money is used to get things. If joy is [...]

2015 Investment Report: Dare to Believe?

By |2017-05-09T22:13:24+00:00January 28th, 2015|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , |

Looking back on 2014, people are going to say it was a great year to be an investor. They won’t remember how uncertain the journey felt right up to the last day of a year that saw the S&P 500 close at a record level on 53 different days. Think back over a good year in [...]

Sustainable Withdrawal Rates – Part 2

By |2014-10-20T17:28:07+00:00October 20th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , , |

As mentioned in part I: Sustainable Withdrawal Rates, estimating the correct amount to withdraw from your retirement savings is critical in ensuring you make your investments last for your entire life as well as your spouses. Part II focuses on the various techniques that can be employed to minimize the risk associated with outliving your retirement [...]

Sustainable Withdrawal Rates – Part 1

By |2017-05-09T22:13:16+00:00October 17th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , , , , |

You’ve worked hard your entire life and you’ve saved diligently to make sure you’d have financial freedom in retirement. Now that you are either in retirement or getting close to it, you need to make sure your finances, i.e. what you have in your retirement portfolio, lasts the rest of your life and possibly that of [...]

Myth Busting: Social Security

By |2017-05-09T22:13:11+00:00June 11th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , |

Myth:  Social Security will provide most of the income you need in retirement. Fact:  It’s likely that Social Security will provide a smaller portion of retirement income than you expect.  There’s no doubt about it – Social Security is an import source of retirement income for most Americans.  According to the Social Security Administration, more than [...]

Overcoming Fear of "The Market"

By |2014-05-06T14:09:53+00:00May 6th, 2014|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , |

You may or may not consider yourself a savvy investor.  But you do consider yourself a “safe” investor.  You have money stashed away for a rainy day, your kid’s education and your own retirement.  And you don’t take “risks”.  You want to know that money will be there 5, 10, 20 years from now.  So you [...]