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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.

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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Retirement Planning should be a life-long mission. Here is some valuable retirement saving advice targeted to three audiences: (1) young people (in 20s and 30s) just starting their careers; (2) more mature, mid-career professionals; and (3) those closer to retirement (late 50s to early 70s).

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Working as trusted fiduciaries, we are just as invested in our clients’ dreams, fears, and challenges as they are. It’s our job to understand their situation and guide them through the retirement savings plan process...so we can give them the news they want to hear, 'Yes, you can retire!'

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If you're turning 50 years old, the IRS now gives you the opportunity to take advantage of the catch-up contribution provision in your 401(k) plan. Learn more!

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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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McKinley Carter Wealth Services employs multiples levels of dual financial controls throughout our operations to protect our wealth management client assets.

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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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Serving financial planning clients is a far more comprehensive endeavor than simply provoking clients to think and take action concerning retirement.

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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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For many millennials, retirement is the destination, but in reality, retirement is just another step along the journey.

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