Fall is by far my favorite season. One reason why is because it's the time of year we, at McKinley Carter, begin our budgeting and outlook planning for the upcoming year. It is a time for us to assess progress, address things that need attention, and make adjustments as needed. We use what we have learned to help make decisions that put us in the best position to succeed, so that we can continue to do the work we love with clients and our community. We have similar conversations with our clients ― talking through year-end strategies to help them finish strong and be best-prepared for the year ahead. Knowing they have a sound financial plan to act on allows our clients to spend more time focusing on the things that provide them with meaning and purpose, a real return on life. Find out what five actions we like to discuss with clients to help them finish out the year in a strong, impactful way.

Is it ever TOO early to start saving for one’s retirement? The answer to that retirement planning question is a resounding “NO” and here's why.

If you're a retiree, orienting your volunteer work around the things you do best could help you find new meaning and satisfaction in your hobbies, while also creating new social connections that will deepen your retirement experience. Learn more about the types of synergies that retirees can create between what they LOVE to do and what their community needs.

Want to feel like a true Superwoman? Try checking off your household to-do list all by yourself! Take it from me, there are many valuable "life skills" that all women (married, single, divorced, widowed, or care-giver) should know, or at least become familiar with (aka, know the right questions to ask). Find out more from my lessons learned.

Since 1990, the Financial Crimes Enforcement Network (FinCEN) has been a bureau of the U.S. Department of the Treasury. They are tasked with promoting national security and safeguarding our financial system by combatting financial crimes like money laundering and terrorist financing.

As of January 1, 2024, FinCEN has been given a new responsibility. Under the Corporate Transparency Act of 2021, FinCEN is now collecting required reports from U.S. companies that identify their beneficial owners and detail information. Is your business or entity one that is now required to report beneficial owners? Learn more.

Women face unique financial challenges throughout their lives: the gender pay gap, taking time off work for caregiving, and having a longer life expectancy, to name a few. Each stage of life presents a different set of financial considerations and decisions — and getting them correct is important to living your "good life". Learn more.

Transitions — life is FULL of them. They can be planned or unexpected, but they are always "side-steps" in your journey of life. Which means, the way you handle them dictates if a transition becomes a mere speed bump to navigate or, conversely, an abyss that will swallow you if you allow it. What's the best asset to have to ensure your success with transition? Find out!

College is expensive, but the bookstore is one area where you can cut costs. Here are five money-saving tips for college freshmen navigating the bookstore.

At McKinley Carter, we understand that true financial freedom extends beyond wealth accumulation; it lies in the strength of your financial foundation. That's why we take great pride in offering a service that goes above and beyond the norm — a comprehensive review of your financial foundation that sets us apart from our competitors. Imagine your financial foundation as a shield, protecting your wealth, dreams, goals, and aspirations from unforeseen circumstances and enabling you to navigate life's uncertainties with confidence. At its core, this shield is made up of three pillars, each vital in fortifying your financial plan: the in-depth estate plan review, the comprehensive insurance review, and the annual financial LifePlan review. Learn more.