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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.
 

 Illiquid Assets and Estate Plans: What You Need to Know

By Jackie Lawson • February 1, 2018

Many people have illiquid assets and when setting up their estate plan, they may not be aware of the impact the estate tax will have on their heirs. Learn more

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Important 'Spring Cleaning' Tips to Remove your Financial Dustballs

With tax season over, here are some great financial tips to keep in mind regarding your kids and summer jobs, your ROTH contribution, capital gains, and more!

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Death and Taxes

By Jackie Lawson • July 12, 2016

Even with the web & it's large amount of info, death and taxes are still certain in life, and the former has an important financial impact on the latter.

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Happy Money, Happy Legacy: Rethinking How You Invest Your Time and Your Money

By Rod Diaz, CRPS®, AIFA® • March 1, 2016

Time well-spent is considered an investment of time, so isn’t money well-spent considered an investment too?

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