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...where McKinley Carter advisors and journalists from highly-respected publications discuss the wide range of forces and factors impacting our clients’ total financial situation – now and in the future. Start with our featured posts below or search by post topic.

Chelsea Clegg, CFP®

Chelsea Clegg serves as Associate Financial Strategist for McKinley Carter Wealth Services. In this role, Chelsea provides client service and administrative support to the advisory team in the Wheeling office. She also serves as Coordinator of McKinley Carter’s Investment Services Council which is tasked with overseeing the design, communication, and implementation of the firm’s comprehensive investment programs.

Chelsea joined McKinley Carter with a broad background in client service. Immediately prior to joining our team, she worked at a large regional bank as a sales and service representative and was responsible for maintaining customer relations, opening new accounts, and processing loan applications.

A lifelong resident of Bellaire, OH, Chelsea holds a bachelor’s degree in finance from Youngstown State University. She became a CERTIFIED FINANCIAL PLANNER™ professional in 2019.

Posts by Chelsea Clegg, CFP®

Chelsea Clegg, CFP®
Chelsea Clegg, CFP®

The journey toward earning the Certified Financial Planner® certification is not an easy one. Here's the personal story of one MCWS advisory team members.

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An IRA, 401(K) and a solid savings account are important to your personal “financial arsenal”. But do you know how to leverage a Health Savings Account?

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It's that time of year when we think about New Year's resolutions. Here's why it's important to focus your goals not just on your personal health but also on your financial health.

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College is expensive, but the bookstore is one area where you can cut costs. Here are five money-saving tips for college freshmen navigating the bookstore.

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Keeping track of spending can be a daunting task. To aid in the burden of sticking to a budget and monitoring spending, have a "money minute" each day.

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For many millennials, retirement is the destination, but in reality, retirement is just another step along the journey.

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