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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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IRS 469958022

5 W's of an IRS Audit: What You Need to Know

Did you receive that dreaded IRS audit notification letter? Don't stress! Find out the Who, What, When, Where, and Why about IRS Audits.

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Family Wealth Blog

Step #1 to Preserving Family Wealth: Teach your Kids Good Financial Decision-Making

We don't spend much time teaching our family members about money and good financial decision-making. Here are some successful methods for all generations.

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MCWS Answers Two Common Questions Raised by Investors

Answers to two very common questions posed by clients about the current financial market.

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5 Most Frequently Asked Questions about your Client Portal

Valuable information and FAQs about the new McKinley Carter client portal.

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Six Questions to Ask Before Saying 'Yes' to Nonprofit Board Service

Before you agree to serve on a nonprofit board, ask the right questions about the nonprofit's expectations so the experience is a meaningful one for both of you

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Entrepreneurs: Six Steps to Build Financial Freedom while Growing your Business

Sometimes the drive to grow your business may exceed the diligence needed for your personal investing. Learn how to do both at the same time, successfully!

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How My Active Military Duty Uncovered 8 Tips for Family Financial Planning

Advanced financial planning is key to avoid stress when a family crisis occurs. But often families don't know where to start. Here are eight tips to guide you.

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Wake Up Ladies! What You Need to Know about Building Your Retirement Nest Egg

Women have much more difficulty saving for retirement than men because of the "wealth gap." Learn the reasons why and what to do to reach your retirement goals.

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Three Must-Have Skills to Craft a Strong Financial Future

There are three skills that are key to crafting a strong financial future: Motivation, Mobilization, and Modification. Find out why all three are so important.

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