McKinley Carter Wealth Services

Today we are pleased to welcome back former summer intern Ethan Klie to our team as a part-time client coordinator supporting our Pittsburgh advisory team during his final semester at Grove City College. Great to have you back, Ethan! #masteryourwealth #pittsburgh #advisoryteam #wealthmanagement #investmentmanagement #lifeplan #retirementplanning #fiduciary #RIA

Cryptocurrency has garnered significant attention recently—a hot topic of discussion in both financial circles and politics. But what exactly is it? And how does it work? Learn more about this digital currency and why it matters in today's financial landscape. #masteryourwealth #cryptocurrency #wealthmanagement #investmentmanagement #financialplanning #lifeplanning #retirementplanning #fiduciary #RIA https://lnkd.in/ePPzBfK3

Generally, any asset with a directly named beneficiary is excluded from the probate process — think 401(k)s, IRAs, life insurance policies, investment accounts with a transfer-on-death (TOD) registration, and bank accounts with a payable-on-death (POD) registration. However, if any of these assets fails to name a beneficiary, that account would be transferred through the probate process. Using a trust, however, offers key advantages to avoiding probate. Learn more. #masteryourwealth #estateplanning #wealthmanagement #fiduciary #RIA #probate https://lnkd.in/e59uhAkv.

In honor of #NationalAppDay, we proudly remind our clients that the McKinley Carter Wealth Services Mobile App is now available for Apple and Android devices. It can be easily found in the Apple and Google Play app stores by searching “MCWS client app.” The app is designed to securely provide all the functionality of our MCWS client portal, including different dashboard versions, multiple reports, customizable date fields, a dark mode, and more. Check it out today! #masteryourwealth #mobileapp #wealthmanagement #financialplanning #lifeplanning #fiduciary #RIA

More and more women are becoming proactive when it comes to their financial futures, whether they find themselves suddenly without “a ring on it” or simply choose to maintain their independent lifestyle. Whatever the case, financial planning for a single woman differs from couples in a variety of ways due to income dynamics, financial responsibilities, and life goals. It’s important for single women to be aware and to understand these factors that affect their financial plan and future retirement. Learn more from Financial Strategist Nicole Gabriel, CFPⓇ #masteryourwealth #thesavvyfinancialresource #justforwomen #financialplanning #lifeplanning #fiduciary #RIA   https://lnkd.in/eVq-xxFc

We are very pleased to announce that Client Coordinator Adam Headley has earned the Financial Paraplanner Qualified Professional (FPQP™) designation. Adam is a graduate of Miami University with a degree in Accountancy. By successfully completing the FPQP™ program, he has gained in-depth knowledge in the key areas of personal financial planning, such as estate planning, tax, retirement planning, insurance, and investments. Congratulations, Adam! #ProfessionalDevelopment #MasterYourWealth #financialplanning #lifeplanning #retirementplanning #fiduciary #RIA #daytonohio

Wishing you a season of joy and warmth 🧡 Happy Thanksgiving from the McKinley Carter team! #Thanksgiving

As the calendar year draws to a close, charitable giving often surges. While donating at the year-end is a powerful way to make an impact, it’s not without challenges. To ensure your contributions have the desired effect, it's crucial to understand some common pitfalls of year-end giving — and how to avoid them. Do you have questions about making the most of your philanthropic donations? Drop them in the comments below 👇 #yearendgiving #masteryourwealth #wealthmanagement #investmentmanagement #retirementplanning #estateplanning #lifeplanning #fiduciary #RIA https://lnkd.in/eKHqqtn8

McKinley Carter is honored to recognize our 2024 ACE Award winners who were announced one week ago at our Annual All Associates meeting. The winners were nominated by their MCWS colleagues and selected by our internal ACE Awards Committee. Four ACE Awards are presented each year and reflect the firm's core principles of Approachable Intelligence, Champions of Potential, and Emphasis on Action. Director of Advisory Services Brian Gongaware, CFP®, assisted by Financial Strategist Nicole Gabriel, CFPⓇ, presented this year's awards. ~ Overall ACE Award winner: Julie Brown, CFP® (Financial Strategist) ~ Approachable Intelligence Award winner: John Binz (Chief Compliance Officer/Financial Strategist) ~ Champion of Potential Award winner: Julie Wood (Administrative Coordinator/Receptionist) ~ Emphasis on Action Award winner: Teresa Shawver, FPQP™, CPFA® (manager of Advisory Service Standards) This year's All Associates meeting was held in downtown Pittsburgh and coordinated by Regional Manager Frank Neiderhiser, CFP®with support from his Pittsburgh and Johnstown (PA) colleagues. The awards dinner was held at PNC Park. CONGRATULATIONS to all 2024 winners! #ACEawards #McKinleyCarterWealthServices #MasterYourWealth #fiduciary #RIA #wealthmanagement #investmentmanagement #retirementplanning #lifeplanning #financialplanning