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!
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.
All new parents know life changes in many new, exciting, and even exhausting ways. Although we can't provide tips on how best to avoid crayon wall art, we can help you avoid possible financial "messes" by reviewing these four key areas. Check it out.
As a professional financial advisor and father of three young children, I’m often asked about ways to teach kids about money and good savings habits. With the lazy days of summer ahead, I consider it a great time to share two of my favorite “real world” methods for teaching kids to be smart about money, both of which get high marks from parents. Learn more.
Negotiation skills are essential in many aspects of life, from job interviews and salary negotiations to purchasing a car or negotiating contracts with vendors. By learning how to negotiate effectively, you can increase your income and savings, as well as improve your overall confidence and communication skills. Learn more.
We’ve all heard the statement that If it’s too good to be true, it
probably is. Unfortunately, we’ve become so conditioned to ignoring
items that fall into this “free found money” category that we cross the
line from skeptical to cynical. Skepticism is healthy, cynicism is not.
Even the statement itself contains the word “probably.”
What I’m referring to here is the unclaimed property accounts all
states have. You may have seen articles or ads telling you there might
be money in your name, and all you must do is fill out a form to get it.
It definitely sounds like one of those too good to be true
proclamations. However, in this case it isn’t. Here's why it may be worth your while to look into it.
At McKinley Carter, we recognize we are uniquely situated to help women “do better” with their money. We are so proud to announce the launch of The Savvy – A Society of Women Pursuing Their Ideal Life. The Savvy will bring real world financial tips, insights, and education directly to the women we serve through digital communications, in-person events, and one-on-one conversations. Learn what's coming in 2023 and beyond to help women better embrace their relationship with money.
For those preparing for retirement, it is an exciting time. You have planned and worked hard to get to to this point, building your identity in your community, making friends, and making a difference in the world around you. However, when retirement is finally achieved, it can often create a sudden void that can be difficult to fill. It's very important to think through ways to find purpose during your retirement years. Here are five ways to help you do just that!