|
Introduction
Client Focus - Augur Metal
Calling All Open Minds
Go Green
Practical Prosperity
News You Can Use
Buy the Book
Hear Me Speak
Dear ,
What season of the year is it? The Holidays! And Tax Planning
time! This year
alone, we have already saved our clients $2,342,000 in income taxes. Yes, we are closing in on 2.5 million in savings!
And Tax Planning season is just beginning.
If you haven't already spoken to Karen, Natalie or Barry about your 2007 tax position, follow up today. Tax
Planning season ends this year, like every year, on December 31. Your holidays will be even brighter knowing you are putting money in your
pocket
that would otherwise pay taxes.
We met our 2007 goals! Thank you to our clients for their continued patronage and to our generous referral sources who made it happen. Bless
you! May your holiday season be filled with wild prosperity!
In gratitude,
Mackey
|
Client Focus - Augur Metal
These days Augur Metal Products, a family-owned business, can breathe a little easier. Early this year, Desma
Borland, CFO, was referred by their commercial lender to give Mackey Advisors a call. Augur Metal was in need of some
financial clean-up, tax planning and business streamlining in order for their company to move up to the next level. By minimizing their
companies down to one, Augur Metal was able to save over $200k due to appropriate tax planning.
Mackey McNeill and Natalie Linstruth have been developing new strategies and processes with Desma ever since. "Mackey Advisors provides
the leadership and direction I need to develop goals that will drive the success of our company," said Desma. "I have absolute confidence in
their abilities and appreciate their earnest desire to move my company forward."
Providers of sheet metal fabrication and stamping, Augur Metal's work is everywhere. From Argosy Casino to the Philadelphia Eagle's stadium and
the Georgia Dome, Augur Metal is proving their success. Find out more by visiting www.AugurMetal.com.
By Alicia Speed
back to top
|
Calling All Open Minds - The Lost Art of Anticipation
I grew up in the Christian faith, celebrating a traditional Christmas. I was talking to my brother the other
evening and remembering fondly our Christmas' past. As I reminisced, I remembered the delight of anticipation.
What would Santa bring? Might I catch a glimpse of reindeer flying through the sky? Would my Mother love the gift I picked out for
her? The taste of my grandmother's German Chocolate cake on Christmas Eve!
As I have grown up and "experience success" in my career, anticipation participates less and less in my life. If I want something, I am blessed
to have the ability and resources to, for the most part, get it now.
We have become an instant gratification society. Credit is easy to get, (still difficult to pay back) and affords even people of modest means
the ability to buy it now and pay later.
I am often on my soap box about avoiding bad debt. I have long seen debt as an unending treadmill that diminishes your life force. It
also
robs you of the joy of anticipation.
Anticipation defined is expectant waiting: the feeling of looking forward, usually excitedly or eagerly, to something that is going to happen
Go back to your own memories. The anticipation is just as exciting as actually getting it!
The lesson of anticipation is revisiting in my life. I am building a new home, and living in temporary
quarters. It is easy for me
to slip into, "why isn't it done yet?" "I am tired of not having any space to myself!" "There is so much to do and pick out!"
And that is a choice. I can focus on what is not working, or I can focus on the joy of anticipation. I can spend my time watching the
house being built with excitement and eagerness. I can engage in expectant waiting. I can more fully experience the abundance and joy
available to me in this moment.
What is your choice this holiday season?
To worry about getting just the right gift? To stress over the number and unending stream of holiday parties? To be upset by the crowds
at the shopping mall?
Or perhaps the choice that really serves you is to focus on the joy of being able to give and receive gifts. To rejoice in seeing old friends
at those holiday parties (or meeting new ones.) To walk into the crowd at the shopping mall and see it as a moving piece of art!
The choice is always ours. Enjoy the holidays. Enjoy the anticipation.
By Mackey McNeill
back to top
|
Go Green
Have you ever wondered what to do with your old cell phone once you have replaced it? Well, you can take that old
cell phone and put it to good use. There are lots of cell phone recyclers out there, but why not consider supporting The Cincinnati Zoo and Botanical Garden by participating in their
recycling program?
Visit www.eco-cell.org to find out how you can donate your phone to the Zoo
or to a
fundraiser of your choice!
By Alicia Speed
back to top
Practical Prosperity
After the last few months, Americans are exhausted at watching the stock market and speculating about a recession.
The fear the market has brought upon us might also loom in the back of our minds as we make our way towards the checkout with our holiday
gifts. In this time of giving and happiness, take a break from the daily roller coaster that is the stock market. We go to Las Vegas for
short, dramatic bursts of either abundant wealth or dramatic failure. The stock market is a long-term investment practice that with the proper
diversification should yield you an average 10% annual return based on the 80 year period from 1925 to 2005.
We are a people of monitoring. We monitor babies, traffic, weather...it's an endless list. Economists have compiled some very convincing
data through monitoring our markets over time. While we at Mackey Advisors cannot endorse these ideas, it is clear why some may find them very
compelling.
The January Effect
Small-cap stock prices have a tendency to surge in early January. During a period from 1953 to 1995 the sector has outperformed large-cap
stocks 93% of the time during the first half of January. With years of small-cap out-performance of large-cap, one might expect 2008's effect
to be minimal.
The January Barometer
January has become a good indicator of the success of the Standard and Poor's 500 index for any given year. In fact 86% of the time since 1950,
when the first 5 days of January show positive return, the year will show a positive return. The average return figure tends to be about
13.6%. This will either allow you to rest better or worse going into the second week of the New Year! I do wonder how many times my phone
will ring on January 6th.
While we will have to wait another month to know if 2008 will hold true to tradition, there is other positive economic news in the midst of the gloom
and doom over housing and sub-prime mortgages. Unemployment continues to decrease, which means more Americans are earning money that they will
spend in our economy. Most producers and manufacturers indexes are nowhere near the low levels they reached in 2000 before our last
recession.
And finally, last but not least... the minimum wage making, "eight maids a milking" are getting a raise. Last month
PNC
Financial Services Group released their annual "Twelve Days of Christmas" price index. The index was up 3.1%, demonstrating inflation is in
check, and thanks to new minimum wage laws the afore mentioned ladies will receive their first raise since 1997!
With the economy riding on such good news from the milking industry, this holiday season and New Year certainly have some
upside potential.
Happy holidays to you and yours!
By Andy Pulsfort
back to top
News You Can Use
The IRS raised the optional mileage reimbursement rate to 50.5 cents per mile beginning January, 2008, up just two cents
from 48.5 cents for 2007.
back to top
|
Buy the Book
The Dynamics
of Money
Mackey's new audio book, The Dynamics of Money, gives you the power to discover your personal key, unlocking the door to
your true potential for unlimited prosperity. Through the power of the Narrative Tradition of the Enneagram you will hear three exemplars of each of
the nine personality types sharing their unique perspectives on the subject of money and prosperity.
Order your copy now!
The
Intersection of Joy and Money
Warning! This book will:
- Expand your confidence around financial decision-making
-
Increase your prosperity consciousness
-
Create a more prosperous and abundant life
Change your relationship with money today! On sale NOW for the holidays!
back to top
Hear Me Speak
Thursday - January 17, 2008 - 6:00 PM
Cultivating Prosperity
Walton County Chamber of Commerce
Location: 132 East Spring Street Monroe, GA 30655
Mackey will be presenting her speech, Cultivating Prosperity, for The Walton County Chamber of Commerce's 60th
Anniversary. If you wish to join Mackey, please contact the Chamber at 770-267-6594.
Thursday - January 24, 2008 - 6:00 PM
Cultivating Your Personal Prosperity
Parnell Memorial Library
Location: 277 Park Drive Montevallo, AL 35115
This powerful presentation is one dynamic evening that is sure to increase your prosperity. Included in this
evening will be lessons on:
- The Five Secrets of Building Wealth
- Using the Rules of 72 & 115 to double (and triple) your $$$
- The Bulletproof Portfolio
- How to Make the Most of Your Financial Life
- The Necessary Ingredients to Make Future Dreams a Reality
|
|