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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.

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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