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.

Is it ever TOO early to start saving for one’s retirement? The answer to that retirement planning question is a resounding “NO” and here's why.

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To build a truly durable financial life, we must think beyond the common risks and design a plan to handle a broader range of potential issues. Learn more

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At MCWS, we proudly invest in providing a workplace where employees WANT to be. Learn more about how we turn that passion into excellence in client care.

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A goal-oriented, collaborative financial plan is the remedy for a better, more worry-free life. Professional financial advisors are there to serve as your guide, your GPS. Learn more.

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Married couples should consider a “team approach” to their financial life together — one with a strong game plan and goals. Learn about the 5 must-have ingredients for making the most of a Marriage’s Financial Game Plan.

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For decades wealthy and mass affluent families have worked with major bank and brokerage institutions. With changes in the financial industry, such families may be better served exploring a superior relationship model. Learn more about our fiduciary service model for clients.

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If you have fears and frustrations about your investment portfolio, perhaps you aren't getting the right education and professional guidance. Every individual should have a financial plan that includes setting reasonable expectations for the risks and returns on that portfolio. Learn how a Fiduciary Investment Advisor can give you peace of mind.

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Is Your Financial Plan on 'Fire'?

By MCWS • January 30, 2019

The "FIRE" movement ("Financial Independence, Retire Early") has gained a lot of momentum with Millennials. It's about living on a small percentage of income so you can retire 20-25 years early. At MCWS, we call this concept Financial Autonomy. Learn how we help clients achieve Financial Autonomy.

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If offered an early retirement buyout by your employer, should you sign up or run away? At first glance, you might think the answer is pretty obvious; but each situation is different and, more often than not, early buyout options are complex and should be thoughtfully analyzed. Here are three crucial questions to ask yourself when considering a buyout option.

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The risk of disability some time in your lifetime is out there for everyone, so should you do anything differently in your financial planning to address it? Because everyone’s individual financial situation is unique, there is no “one size fits all” answer here. But we can offer guidance on the right questions to ask when you have those important planning conversations with your trusted financial advisor.

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