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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.

MCWS

Posts by MCWS

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MCWS

Congress is acutely aware that Americans are unprepared for retirement. One solution: 'Setting Every Community Up for Retirement Enhancement Act of 2019'.

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Nonprofits are always trying to forge engagement and relationships with a potential client, donor, or volunteer. Through a story you provide a window into your world; the needs of your organization; who and how you help serve your community; and why it matters to the audience. Learn more.

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Is Your Financial Plan on 'Fire'?

By MCWS • January 30, 2019

The "FIRE" movement ("Financial Independence, Retire Early") has gained a lot of momentum with Millennials. It's about living on a small percentage of income so you can retire 20-25 years early. At MCWS, we call this concept Financial Autonomy. Learn how we help clients achieve Financial Autonomy.

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All humans possess psychological biases, and often they can lead to missed opportunities and poor decision-making. As an investor, understanding those psychological biases might help you be more aware of your own decision-making process. Find out what four key investing biases you should avoid to be successful in 2019.

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After a thorough vetting of McKinley Carter’s practices and investment strategies, MCWS has been approved as a Third-Party Investment Manager with The Pittsburgh Foundation. Learn more.

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9 Ways to Invest in YOU

By MCWS • January 3, 2019

Your lifestyle is a reflection of the investment you’ve made in yourself – and that “personal” investment could change your life in a variety of ways. And, an investment in yourself is likely the very best investment you can ever make. So how do you invest in YOU? Here are nine ways to consider.

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Effective January 1, 2019, there are new changes to the Hardship Withdrawal provisions for retirement plans, thanks to The Bipartisan Budget Act of 2018. The new regulation brings about three significant changes that you should be aware of as you consider early withdrawals from your retirement plan.

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In mid-October 2018, the financial markets experienced significant volatility. We advised our clients to "stay the course" and put the numbers into historical perspective to calm any fears. Read more about our best thinking here.

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McKinley Carter is proud to announce that after much work and dedication, we have been Certified by CEFEX -- the Centre for Fiduciary Excellence. This quality assurance confirms that McKinley Carter’s Retirement Plan Services team has been adhering to the best practices in the industry and always seeks to put clients’ needs ahead of their own. Read more about why working with a CEFEX-certified advisor is so important.

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Retirement Planning should be a life-long mission. Here is some valuable retirement saving advice targeted to three audiences: (1) young people (in 20s and 30s) just starting their careers; (2) more mature, mid-career professionals; and (3) those closer to retirement (late 50s to early 70s).

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