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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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The Qualified Charitable Distribution Now Has Eternal Life (At Least, for Federal Income Tax Purposes)

Using a QCD, taxpayers may find that making a direct contribution from an IRA to a qualifying charitable organization can provide greater tax savings.

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Happy Money, Happy Legacy: Rethinking How You Invest Your Time and Your Money

Time well-spent is considered an investment of time, so isn’t money well-spent considered an investment too?

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To Nudge or Not to Nudge – What to Ask of Your Financial Advisor

Helping people avoid mistakes is one of the most reliable ways for the financial services industry to create meaningful value for clients.

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A Few Thoughts about Preparing for Income Tax Compliance

If you have an accountant prepare your return, this contains some useful tips that may help reduce preparation costs, improve accuracy, & minimize tax notices.

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Downward Mobility: Why So Many Kids from Wealthy Families Earn Less Than Their Parents

Parents want to help their kids achieve financially secure careers. But many kids of high income parents end up earning far less than their parents. Here's why.

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College Costs are Going Down - and Other Education Trends Worth Noticing

Many parents save money for their kids’ future college costs at the expense of their own financial futures. But did you know college costs are dropping?

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Why You Might Want To Give Up Trying To Balance Work and Life

Consider "blending" (not "balancing") those activities that improve your financial situation and your obligations to take care of yourself and your family.

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Why Pay for Human Help with your Investments?

Though online financial management technologies exist, many people still benefit from the coaching and support that comes from a professional financial advisor.

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Why Smart People Make Bad Financial Decisions

McKinley Carter helps its clients by helping them avoid mistakes with their money.

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