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.

Did you know that the government offers a tax credit for participating in your retirement plan?  Think of it as an instant reduction to your taxes.

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When talking about retirement, there are two possible outcomes: Either we outlive our money, or our money outlives us. Your behavior affects the outcome.

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Congress is acutely aware that Americans are unprepared for retirement. One solution: 'Setting Every Community Up for Retirement Enhancement Act of 2019'.

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Improve your financial well-being and live a comfortable retirement by leveraging your “Gap Years”. Here's how to take action today.

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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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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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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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When you’re asked about your financial assets , where does your mind go? You might consider your savings account balance, a 401K, your investment portfolio, perhaps a second home. But did you ever stop and consider your CAREER as a financial asset? Most people don’t. But they should. Learn more.

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Effective January 1, 2019, there are new changes to the Hardship Withdrawal provisions for retirement plans, thanks to The Bipartisan Budget Act of 2018. The new regulation brings about three significant changes that you should be aware of as you consider early withdrawals from your retirement plan.

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McKinley Carter is proud to announce that after much work and dedication, we have been Certified by CEFEX -- the Centre for Fiduciary Excellence. This quality assurance confirms that McKinley Carter’s Retirement Plan Services team has been adhering to the best practices in the industry and always seeks to put clients’ needs ahead of their own. Read more about why working with a CEFEX-certified advisor is so important.

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