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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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Service Standards Key to Client Success

McKinley Carter adds value to our wealth management, nonprofit, and retirement plan clients through the quality of service standards we provide. Learn more.

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The 4 Stages of Home Buying -- What First-Time Home Buyers Need to Know

Buying your first home can be a daunting experience. But if you understand the four stages of home-buying, you will be better prepared and less anxious.

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10 Tips to Protect Your Online Financial Identity

Identity theft is a real threat with increased online financial transactions and digital connections. Protect yourself with these ten free and easy tips.

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The 'Stay Interview': A Gamechanger for Finding Out What Keeps your Employees Happy

Exit Interviews reveal why employees are leaving, but Stay Interviews help managers understand why employees stay and how to reinforce those factors.

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Financial Advice for Millennials: How to Plan for a Wedding without Breaking the Bank

Paying for a wedding can be a daunting task. Here are some great financial tips from a fellow millennial (and newlywed) to consider as you plan your big day.

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How to Avoid Blind Spots in your Financial Life

Just like dealing with blind spots when driving a car, you may also experience "financial blind spots" in your life. Here are tips to successfully navigate them

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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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