Do You Know Where Your Assets Are?

October 25, 2016 · Nicole Gabriel

When new clients establish a relationship with McKinley Carter Wealth Services (MCWS), especially those transferring their accounts from a brokerage firm, they sometimes express curiosity at our new account... Read More →

News on your Retirement Nest Egg: Latest research refutes conventional thinking on withdrawals

October 12, 2016 · Brad Foster

So you’ve spent all of your working life diligently building up your nest egg in a tax-efficient manner by strategically allocating savings across a myriad of tax-favored and taxable investment accounts... Read More →

It Is Never Too Early To Start Year-End Planning

July 12, 2016 · A. Lawrence Crimmins, Jr

The best time to start year-end planning is really April 15th, after you complete or sign your tax return and realize how the taxes could have been changed, had certain action been taken in the prior year... Read More →

My Fellow Millennials: Stop Saving for Retirement

July 12, 2016 · Chelsea LaRoche

Now that I have your attention, let me explain. As someone with fewer years in the workforce when compared to most of my colleagues, I am often reminded that retirement is many, many years away. The... Read More →

On the Road to Investing in a Good Life…

July 12, 2016 · William R. Shipley

On a recent weekend excursion to run some errands, one of which entailed sitting in the waiting room of the auto dealership waiting for my truck to be serviced, I heard a radio commercial whose focus seemed to... Read More →

Did You Know Baseball and Planning for Retirement Have a Lot in Common?

April 18, 2016 · Brian T. Gongaware

The onset of the 2016 baseball season caused me to reflect on our national pastimes of baseball and planning for retirement – and just how similar they are in strategy. You’ve probably not... Read More →

The Qualified Charitable Distribution Now Has Eternal Life (At Least, for Federal Income Tax Purposes)

March 16, 2016 · William R. Shipley

In the waning days of calendar year 2015, the 114th Congress characteristically took last-minute action to address a number of expired income tax provisions. One extended tax provision that has garnered favor... Read More →

Happy Money, Happy Legacy: Rethinking How You Invest Your Time and Your Money

March 01, 2016 · Rod Diaz

I had long held the idea that there were only three things one could do with money: spend it; save it; or gift it (i.e. give it away). And, as a Financial Advisor, I had lumped investing into the &ldquo... Read More →

Cracking the Retirement Income Ceiling

October 09, 2013 · Deborah A. Moses

I recently spoke at a Women’s Financial Forum about “Cracking the Retirement Income Ceiling.” What is the retirement income ceiling? Women are predicted to have less... Read More →

Baby Boomers in WV Have Much to Weigh When Deciding their Futures

August 01, 2012 · MCWS

“The most important step to take, for younger and older boomers alike, is that they know approximately what it costs for them to live the life they have grown accustomed to and what they need to... Read More →

Ten Questions to Answer Before Retirement

November 17, 2010 · MCWS

Successful retirement only happens once. The question is what will your retirement look like? Will it represent the best years of your life or something else? Read More →

Individual Retirement Savings Options

October 18, 2010 · MCWS

Contrary to popular belief, an IRA, or Individual Retirement Account, is not an investment product like a stock, bond or mutual fund. It’s merely an account in which investments are held for the purpose... Read More →

Savings Strategies when Approaching Retirement

December 23, 2007 · David H. McKinley

The baby-boom generation is about to trail blaze into another new era: retirement. Never a generation to accept the status quo, they are ready and set to redefine the outmoded image of “golden years... Read More →

Roth 401k: Retirement Pan Option a Saving Technique for Owners, Employees

June 15, 2007 · Will W. Carter

Since 2006, businesses offering 401(k) plans have had the opportunity to implement a potentially powerful new “tax-free” option to their retirement plans, called a “Roth 401(k).” Read More →

Social Security Check is Worth Fighting For

February 11, 2005 · Will W. Carter

I often assert, in this column and in my discussions with clients, that people make major financial decisions based on poorly grounded assessments, without carefully considering the costs and benefits involved.... Read More →

Don't Overestimate Growth in Retirement Savings Plans

April 11, 2003 · Will W. Carter

One common reason that people invest in the stock market is to build savings for retirement. Read More →