RX for Succession of your Practice

March 04, 2017 · Kathy White

In honor of National Doctors’ Day on March 30, when we celebrate the contribution of physicians who serve our great nation by caring for its citizens, we offer our guidance on something that is so very... Read More →

Adult Children Could Be on Hook for Parents’ Nursing Home Bills

March 04, 2017 · David P. Nolan

As the Baby Boomers continue to move past retirement and into needing long-term health care, many families struggle to pay for it, much less understand what their personal risks are. If your state has a certain... Read More →

Adult Children Could Be on Hook for Parents’ Nursing Home Bills

February 28, 2017 · David P. Nolan

What a Former Executive Can Teach Us About Investor Behavior: Parallels in Patience

January 26, 2017 · Jay Williams

“Trust the process.” Those were the words uttered by newly minted Philadelphia 76ers General Manager Sam Hinkie, a career statistics analyst, in May 2013. The fledgling NBA franchise had just... Read More →

Trump, Year-end Planning, and Married Status: It’s Complicated

December 27, 2016 · Brian Lipton

During these final days of 2016, we hope you are enjoying holiday gatherings with family and friends. In addition to holiday cheer, winter vacations, and travel, another year end tradition turns our... Read More →

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 →

Sound Planning Strategies for Those Who Didn’t Grow Up as Part of The Brady Bunch

October 10, 2016 · Teresa Shawver

Most anyone with access to television during the last 47 years is likely familiar with The Brady Bunch - a blended family of what seemed to be some of the happiest darn people in the world who always worked... 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 →

Empower Your Child with Fundamental Saving and Spending Practices

July 12, 2016 · John T. Slicer

Take a moment to think back to that well-taught, highly practical personal finance class that you experienced in school. This was the class that taught us to maintain and balance a checking account. ... 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 →

Before Choosing a Financial Advisor, Know Thyself

April 11, 2016 · Will W. Carter

There are many types of financial advisors. Some are generalists, some are specialists. Some are paid transaction-based commissions, some charge a percentage of assets managed and others bill an hourly or flat... Read More →

Preparing to Pay Before—and After—College

March 17, 2016 · Erica Crouse

As a senior in high school who was considering preparations for college, I can remember thinking, “My parents will take care of it!” Then, a decade later, as a financial aid director, I realized... 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 →

To Nudge or Not to Nudge – What to Ask of Your Financial Advisor

January 19, 2016 · Will W. Carter

A lot has been written over the past decade about the tendency of otherwise smart and accomplished people to make what appear to be dumb decisions with their finances and other life choices. See, for... Read More →

Déjà Vu Again

January 18, 2016 · Brad Foster

As 2016 gets underway, January ushered in what is becoming the traditional market decline of the New Year. The S&P 500 was down at least 3% in the prior two years, and, not unlike the preceding years,... Read More →

Wake Up, Millennials: Time Is Your Biggest Asset

April 10, 2015 · Jay Williams

Ok, so I know the title is harsh. I'm a millennial too, and I get just as annoyed by Baby Boomers harping on us, our work ethic, our style, and our music (I don't like Pitbull either, Dad). But if there... Read More →