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Risk Management

To be a source of knowledge to advisors regarding ways to mitigate risk in clients’ overall investment strategies and financial lives, and to maintain a master list of risk management resources.

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Parent PSA: New Child Tax Credit Payments Could Negatively Impact Your 2021 Tax Bill

Did you know tax filers who are eligible for Child Tax Credit prepayments could see far smaller refunds or larger tax bills next year? Learn more so you can make better informed tax decisions for your unique financial situation.

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Small Business Continuity Planning: Have You Safeguarded YOUR Business?

Seventy-five percent of business owners don't have a documented succession plan specifying what occurs if an owner or employee in a senior role dies or becomes disabled. Learn more about how to craft a strong business continuity plan that takes care of the business, its owners, and employees.

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Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.

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