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Insights

Our thinking, for the taking. Stay on top of your financial well-being with insights from McKinley Carter strategists and portfolio managers. Uncover the latest on the economy, investing and retiring, along with other timely ideas and information.

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Your Retirement Mission: Arm Yourself with Plenty of A.A.M.M.O.O.

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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Getting Savvy about Saving, Budgeting During Divorce

If you're going through divorce, here's how to define yourself as a strong, independent single woman using a financial action plan of saving and budgeting.

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Women Business Owners: One Thing You Should Never Postpone

Whether you are a sole proprietor or in business with partners, it’s critical to have a succession plan. Learn more about setting up a successful plan.

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‘Yes, You Can Retire!’

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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Four Lessons Learned about Seeking Assisted Living Care for a Parent

It's often difficult to think about. But here's how pre-planning for an aging parent's care will help you avoid much emotional, physical, and financial stress.

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How Just Two Words Can Strike Fear into Nonprofit Board Members

Succession planning doesn’t have to be a nightmare for nonprofit board members. Here are a few proactive steps to help you prepare for leadership change.

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Women & Philanthropy: How to Leave a Lasting Legacy on a Modest Budget

While very few of us can give at the levels of Melinda Gates or Oprah Winfrey, women still have more financial resources to make a difference in their communities than they may realize. Here are some important factors to consider to leave a lasting legacy.

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Any Successful Wealth Management Journey Starts Here: Risk Management

No matter where you are in your wealth management journey, Risk Management is a foundational piece that should be addressed in any well-crafted financial plan.

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Female Investor Numbers Are on the Rise: Don’t Miss Out on Your Financial Opportunities

In the U.S., wealth is shifting to women. In fact, they are expected to control 2/3 of private wealth ($22 trillion) by 2020. Here's how you can get involved.

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