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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.

Kathy White, FPQP™, CRPC®

Kathy L. White is an Associate Financial Strategist for McKinley Carter Wealth Services. She has worked in the financial services industry since 1982 and has completed the College for Financial Planning's Financial Paraplanner Qualified Professional™ designation program. In addition, Kathy has successfully completed the Chartered Retirement Planning Counselor program.

Prior to McKinley Carter, Kathy was a mortgage coordinator for J. Michael Mortgage Consulting. Currently, she serves on the Northern Panhandle Home Consortium Board.

Posts by Kathy White, FPQP™, CRPC®

Kathy White, FPQP™, CRPC®
Kathy White, FPQP™, CRPC®

Whether you are a sole proprietor or in business with partners, it’s critical to have a succession plan. Learn more about setting up a successful plan.

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Working as trusted fiduciaries, we are just as invested in our clients’ dreams, fears, and challenges as they are. It’s our job to understand their situation and guide them through the retirement savings plan process...so we can give them the news they want to hear, 'Yes, you can retire!'

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It's often difficult to think about. But here's how pre-planning for an aging parent's care will help you avoid much emotional, physical, and financial stress.

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McKinley Carter offers guidance on something so very important, but so often overlooked by physicians—creation of a Succession Plan for their medical practice.

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