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Insights: Authored by Brian Lipton

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.

Tax Planning

The Role of Trusts in Financial Planning

Brian Lipton, CFP®, CPA, PFS, AIF®

Jan 15, 2024
Wealth Management

Financial Wellness and Folded Shirts

Brian Lipton, CFP®, CPA, PFS, AIF®

Mar 23, 2021
Wealth Management

Speak to an Advisor: You Have Everything to Gain

Brian Lipton, CFP®, CPA, PFS, AIF®

Feb 22, 2021
Wealth Management

Financial Goal-Setting Starts with 'the End in Mind'

Brian Lipton, CFP®, CPA, PFS, AIF®

Jan 15, 2021
Wealth Management

Do You Have an ‘Iron Grip’ on Successful Retirement Planning?

Brian Lipton, CFP®, CPA, PFS, AIF®

Dec 29, 2020
Wealth Management

What Do The Beatles, Financial Behavioral Bias Have in Common?

Brian Lipton, CFP®, CPA, PFS, AIF®

Nov 19, 2020
Wealth Management

Why ‘Assessment’ Should Become Your New Financial Habit

Brian Lipton, CFP®, CPA, PFS, AIF®

Oct 7, 2020
Retirement Plans

Small Business Tax Guide, Resources for CARES Act

Brian Lipton, CFP®, CPA, PFS, AIF®

Apr 8, 2020
Wealth Management

The SECURE Act Impacts Stretch IRAs, Estate Planning - What You Need to Know

Brian Lipton, CFP®, CPA, PFS, AIF®

Jan 22, 2020
Wealth Management

Reality Check: Debunking Five Tax Myths

Brian Lipton, CFP®, CPA, PFS, AIF®

May 13, 2019
Wealth Management

Important 'Spring Cleaning' Tips to Remove your Financial Dustballs

Brian Lipton, CFP®, CPA, PFS, AIF®

Jun 5, 2017
Investing

2016 Presidential Election: Predicting Markets, Election Results

Brian Lipton, CFP®, CPA, PFS, AIF®

Oct 25, 2016
Tax Planning

A Few Thoughts about Preparing for Income Tax Compliance

Brian Lipton, CFP®, CPA, PFS, AIF®

Jan 18, 2016

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