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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.

Teresa Dolan Michaels, CFP®

Teresa Dolan Michaels is a Financial Strategist, working in the firm’s corporate headquarters located in Wheeling, WV. She works directly with David McKinley providing client care and support for the firm's more complex relationships.

Teresa graduated cum laude from West Virginia University with a degree in social work. In 2009, she earned a certificate of accountancy from Robert Morris University. She is also a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7 & Series 65 licenses.

Teresa is active in a variety of community organizations, including the Juvenile Diabetes Research Foundation’s Western PA chapter.

Posts by Teresa Dolan Michaels, CFP®

Teresa Dolan Michaels, CFP®
Teresa Dolan Michaels, CFP®

West Virginia's renewed surge in energy production is good news for the state's landowners. But are they prepared to capitalize on the impending growth? Find out how to anticipate future cash flow from your royalty checks and how your well's depletion rate affects your financial situation.

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While oil and gas production in our area temporarily declined, the natural resource remained in the ground waiting for market conditions to improve.

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If you're turning 50 years old, the IRS now gives you the opportunity to take advantage of the catch-up contribution provision in your 401(k) plan. Learn more!

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McKinley Carter Wealth Services’ mission is to offer comprehensive investment programs to help our clients achieve their long-term financial goals.

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