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 →

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 →

One of the perks of being a financial advisor is that you get to share in the dreams and passions of your clients. You get to celebrate the milestones with them and, from time-to-time, you get to share some of...  Read More →

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 →

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 →

In recent months, many of McKinley Carter’s nonprofit clients have asked about how to build or revitalize a major gifts program. This blog post on “Five Ways to Increase Major Giving at Your...  Read More →