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The Sunday Challenger
By: Mackey McNeill
September 5, 2005
The idea that one "retires" is a relatively new concept. In fact, the first country to develop and administer a program of "social security" was Germany during the Great Depression. The motive was to get older workers out of the labor force and put younger workers in, as a way to pull the country out of the Depression. It worked so well in Germany that in 1935, the United States under President Franklin D. Roosevelt followed suit, and Social Security was born.
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The Sunday Challenger
By: Mackey McNeill
August 7, 2005
There once was a time when we all had a piggy bank. It came in the form of ceramic for kids, and in the form of a savings account for an adult. You want something? Save for it. In more recent times, lending institutions have made it very easy to get something called “credit.” “Don’t put off what you want. Get it now, and pay for it in the future.” Debt became a way to purchase a home or buy a business that otherwise would have been unattainable. Still, being debt free was a common goal. If you used credit to get started, you paid off the debt as quickly as possible.
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The Sunday Challenger
By: Mackey McNeill
July 3, 2005
Annuities are the most misunderstood product in the world of finance. In my office, rarely does a month go by that a client, or potential client, does not sit across from me and express their confusion about an annuity account.
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The Sunday Challenger
By: Mackey McNeill
June 5, 2005
By our very nature, we are emotional creatures. Yes, even you guys get emotional! If you are not convinced, watch a close scoring football game, or better yet, a high school lacrosse match.
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The Sunday Challenger
By: Mackey McNeill
May 15, 2005
On the surface, money is an objective subject. Compound interest is algebra. Balancing your checkbook is simple math. The three-year annualized return of an investment is computed using the geometric mean. Already it seems pretty involved.
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City Beat
By: Stephanie Dunlap
April 13-19, 2005
Maybe you need a hand painting your house, so you ask your handy friend a favor. You know she's been dying for a massage; you hit up your licensed massage therapist friend and promise him a supply of the tomatoes ripening in your backyard.
There are only three parties involved in this particular bartering system, but already it seems pretty involved
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The Sunday Challenger
By: Mackey McNeill
April 10, 2005
Most of what is written about women and money focuses on the disadvantages and bigger challenges that women face. The truth is women have significantly greater challenges in the area of money. These challenges spring primarily from lifestyle differences in men and women.
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The Sunday Challenger
By: Mackey McNeill
March 27, 2005
Most people spend more time planning for vacation than they do their financial lives. And while women have more challenging financial planning needs, when it comes to procrastinating, they are no different than men.
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Women's Business Cincinnati
By: Lisa Cieslewicz
Vol 1, Issue 3: March 2005
www.WomensBusinessCincinnati.com
Mackey McNeill is known as the proseprity adviser. She is founder of one of the largest women-owned businesses in the Tristate - The Advisory Team financial services firm in Covington. McNeill is a certified public accountant, registered investment adviser, consultant and author of the book "The Intersection of Joy and Money."
McNeill has spent the past 25 years in the financial services and investment arenas. When it comes to the topic of how women relate to investing, McNeill agreed to share her insight with Women's Business Cincinnati readers
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The Sunday Challenger
By: Mackey McNeill
February 6, 2005
The New Year is a natural time for making resolutions. For women, diet and exercise resolutions top the list, followed by something about your money life, such as a new purchase, more savings or understanding your investments. All too often you soon find your determination slipping from your grasp and your resolutions become empty words on a piece of paper.
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Cincinnati Enquirer
By: John Eckberg
Sunday, January 23, 2005
Mackey McNeill of The Advisory Team won a YWCA Career Woman of Achievement award in 1995.
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The Business Courier
By: Kathleen Norris
December 10, 2004
"I think there's a part in each of us that wants to give."
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Inspire Magazine
By: Jessica Rinsky
November/December 2004
Perhaps the ABBA song "Money, Money, Money" had it right - there's one element that often grabs center stage in life. Some of us save it, some of us share it. Most of us would like to know how to handle it better.
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The Sunday Challenger
By: Viki Pritchard
November 21, 2004
There's an interesting paradox in the world of women and money.
women earn 80 percent of what men do; 75 percent of the elderly in poverty are women, one year after a divorce, the standard of living for women goes down, on average, 45 percent, while the man's goes up 15 percent; And female baby boomers have just one third the savings of baby boomer men.
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Last month I had the pleasure of speaking to a local women?s group about my book, The Intersection of Joy and Money. I spoke about The Five Money Truths: You are responsible for your money life; Your consciousness is required for money health; Each piece of your money life gives you the whole; Choice is the ultimate power; and, Money is energy and has value because we agree that it does.
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I recently had the pleasure of attending my thirty-year high school class reunion. Having moved away from home twenty-four years ago, it was a trip down memory lane in every sense of the word. Before the party my best friend (who has lived in my home town her entire life) filled me in on who we might see at the reunion. The discussion focused on surprise classmates, primarily those who were either more or less, as in more or less wealthy, successful, prominent or beautiful than we would have predicted at the tender age of eighteen.
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I am sitting in my conference room talking with a new client. She is a young woman who inherited a large sum of money from her Grandmother several years ago. Her portfolio consists entirely of stocks from large, well-known companies. As is typical of a new client whose portfolio has been ?unattended? for some time, it is unbalanced, with three stocks comprising over fifty percent of her assets.
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Do you have an aversion to opening your monthly brokerage statement? Is your 401(k) worth fifty percent of its January 1, 2000 value? Are you concerned that you may never be able to save enough to retire? If any of these questions hit a nerve, you are in good company. The easy money of the 1990?s is history. Now it seems at every turn there is bad news whether it is executive scandals, missed earnings reports, the uncertainty of war or rising unemployment.
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