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Insights: Authored by Joel A. Estes

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.

Wealth Management

Bypass Probate with a Trust

Joel Estes, CFP®, AIF®, CPFA®, NQPC™

Dec 13, 2024
Tax Planning

Trust: When a Will is Not Sufficient

Joel Estes, CFP®, AIF®, CPFA®, NQPC™

May 16, 2024
Tax Planning

Have Company Stock in Your 401(k)?

Joel Estes, CFP®, AIF®, CPFA®, NQPC™

Feb 15, 2024
Tax Planning

IRS Interest in Interest Income Ignited

Joel Estes, CFP®, AIF®, CPFA®, NQPC™

Oct 25, 2023
Tax Planning

How Women Can Benefit from SECURE 2.0

Joel Estes, CFP®, AIF®, CPFA®, NQPC™

Jul 21, 2023
Nonprofits

SECURE Act 2.0’s Enhancements for the Charitably Minded

Joel Estes, CFP®, AIF®, CPFA®, NQPC™

Mar 3, 2023
Wealth Management

Rental Property: Investment or Job?

Joel Estes, CFP®, AIF®, CPFA®, NQPC™

Oct 5, 2022
Tax Planning

Making Lemonade from Lemons: How to Get Ahead with Capital Losses

Joel Estes, CFP®, AIF®, CPFA®, NQPC™

Aug 2, 2022

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