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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.

While very few of us can give at the levels of Melinda Gates or Oprah Winfrey, women still have more financial resources to make a difference in their communities than they may realize. Here are some important factors to consider to leave a lasting legacy.

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For those age 70 ½ or older who are thinking about their year-end Required Minimum Distributions, you may want to consider using the QCD charitable gift option.

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In financial planning, we begin discussing year-end matters, such as deferring income, and harvesting tax losses, well before the end of the calendar year.

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The best time to start year-end planning is after you complete your tax return and realize how certain actions in the prior year could have changed things.

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Using a QCD, taxpayers may find that making a direct contribution from an IRA to a qualifying charitable organization can provide greater tax savings.

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When children see adults actively involved in philanthropy, it can inspire them. Steps to teaching children the joy of helping others.

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