McKinley Carter Wealth Services employs multiples levels of dual financial controls throughout our operations to protect our wealth management client assets.

You’ve spent your working life building up your nest egg in a tax-efficient manner by allocating savings across tax-favored and taxable investment accounts.

Most every family has a fault-line; important to keep in mind when having conversations about money and assets, and ultimately the distribution of those assets.

Study shows millennials who borrowed money to secure a college degree were more likely to achieve certain measures of financial success than graduates who did not.

The best time to start year-end planning is after you complete your tax return and realize how certain actions in the prior year could have changed things.

For many millennials, retirement is the destination, but in reality, retirement is just another step along the journey.

Do you remember that class that changed your personal finance behaviors for the better? If not, you’re not alone. No such class existed at my school either.

Retirement planning can be an enjoyable experience, when you focus and make needed corrections along the way when life throws you those curve balls.

No advisor can be all things to all people. To increase the chance you get the financial products and services you need, consider types of financial expertise.