Did you know tax filers who are eligible for Child Tax Credit prepayments could see far smaller refunds or larger tax bills next year? Learn more so you can make better informed tax decisions for your unique financial situation.

When it comes to investing, the current standard of return on investment (ROI) can be self-limiting, adding pressure that is counterproductive. So much of ROI is not within our control. It’s important to balance return on investments with return on life (ROL). Return on life is defined as, "How well you are doing in living the life you want, with the money you have.”

Looking back, the S&P 500 had a strong second quarter thanks to numerous positive developments that led to a “Goldilocks” economic environment. We dig deeper into performance and outline the actions we took in McKinley Carter portfolios, plus provide an outlook for the remainder of 2021.

Mastering your wealth isn’t about beating someone else’s returns. It’s important to recognize that no two financial strategies are alike. Another person’s financial plan is likely (and should be) built around completely different goals and objectives, and completely different risk tolerances and acceptance of volatility. Your financial plan should focus on whether you are able to achieve your needs, wants, and wishes. Learn more.

Have you received a significant financial gift or inheritance but don't know how to spend it wisely? Consider these three steps to help you make the best decision for your unique financial situation.

Seventy-five percent of business owners don't have a documented succession plan specifying what occurs if an owner or employee in a senior role dies or becomes disabled. Learn more about how to craft a strong business continuity plan that takes care of the business, its owners, and employees.

The Social Security Administration considers full retirement age at 66 or 67 years old (depending on your year of birth), but workers can start collecting social security as early as age 62. What are the benefits of collecting early versus later? Learn more here.

An ounce of prevention is worth a pound of cure. This saying is universal, and certainly applies to fiduciary responsibility. Learn more.

What are the activities and the role of a retirement plan committee? Learn more about ERISA requirements.