Welcome to our blog

...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.

Keeping track of spending can be a daunting task. To aid in the burden of sticking to a budget and monitoring spending, have a "money minute" each day.

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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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As a registered investment advisor (RIA), we have always operated in a fiduciary capacity, thus avoiding the conflicts of interest for which the Fiduciary Rule is meant to address.

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McKinley Carter offers guidance on something so very important, but so often overlooked by physicians—creation of a Succession Plan for their medical practice.

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As Baby Boomers continue to move past retirement and into needing long-term health care, the burden may be great for the children of Baby Boomers.

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#1 indicator of investment performance is investor behavior. Work with a trusted financial advisor to navigate the forces that impact total financial picture.

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The more you save; the better off you will be when you retire. How to know if you're really on the right track for retirement.

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With the presidential election in the rear-view mirror, tax reform will be front and center in 2017.

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You’ve spent your working life building up your nest egg in a tax-efficient manner by allocating savings across tax-favored and taxable investment accounts.

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Most every family has a fault-line; important to keep in mind when having conversations about money and assets, and ultimately the distribution of those assets.

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