Timothy P. McKee, CPA

06/17/2026

Dreaming of your next trip abroad? Where to? A European river cruise, possibly?

You’re not alone—most Americans have ventured beyond U.S. borders, but a smooth journey takes more than just a plane ticket. From passports and payments to health prep and local tips, a little planning goes a long way.

Read the full article to make sure your international getaway stays stress-free and unforgettable.

Here are some suggestions to help international travelers keep their trips on track.

06/16/2026

overwhelmed by financial record clutter? Wondering what to pitch?

Your future self will thank you: when life throws the unexpected your way, having your financial records organized can mean the difference between panic and peace of mind.

For guidance on what to toss out, check out the article below.

An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed.

06/15/2026

Thinking of selling your business? Should you hang around at your former business for a while post-sale?

Probably, yes, at least for a couple of years.

Business consultants urge buyers to prevent owners from walking away without any responsibility to them or the business. The number of hours per week or per month and the length of the agreement depend on the nature and complexity of the business.

Read more about post-sale consulting contracts by clicking the link.

A post-sale consulting contract is an agreement made between you and a buyer that retains your services in the company for a mutually agreed-upon period after the sale. Business consultants urge buyers to prevent owners from walking away without any responsibility to them or the business. The number...

06/14/2026

Feeling priced out of the housing market?

You’re not alone—but homeownership might be closer than you think.

For example, in Ohio, the Ohio Housing Finance Agency (OHFA) offers affordable mortgages and payment assistance. (https://myohiohome.org/homebuyerprogram.aspx).

Discover smart, practical strategies that today’s first-time buyers are using to finally unlock the door to their own place. Click the link to the article.

For many young people today, the prospect of buying a home can seem out of reach.

06/13/2026

29 hours of Continuing Education in tax, personal financial planning, estate planning and tech (AI) this past week.

The AICPA hosts an excellent annual conference. Premier content and beneficial networking.

I am ready to apply what I learned to improve my clients’ financial situations.

06/13/2026

How do you feel as an employee where you work? Stressed? Are employers seeing the full picture—or just the tip of the iceberg?

While companies believe they understand the pressures their workforce faces, new data shows a growing gap between perception and reality. From financial strain and caregiving demands to burnout and AI anxiety, today’s employees are navigating challenges that often go unseen—and unsupported.

It can be easy for an employer to misunderstand pressures felt by employees. I just listened to Dave Ramsey's EntreLeadership podcast this morning about management fails. Some problems need the employee and the employer to make changes to improve the work environment.

From the employer's perspective, awareness can address employee stresses rather than having to deal with the cost of lower productivity or replacing an employee.

Check out the article for more.

Retirement confidence slipped in 2026 for both workers and retirees.

06/12/2026

See key market data for the week ending June 5, 2026.

06/11/2026

How do you lose some of your company's match if you are a great saver?

In my past role at S&T Bank, I had the bank's 401(k) plan as a responsibility. I did see a number of times when employees would max out there 401(k) contribution earlier in the calendar year. By doing so, they lost the company match for the rest of the year. They could have avoided that by managing their contributions so that every paycheck in the year had a 401(k) contribution.

If you find that you typically max out your contributions earlier in the year, I would be happy to show you how to manage your contributions so that you don't miss the company match.

This may be a good time to make sure you are on track to meet your annual contribution goal.

06/10/2026

See which states have enacted pay transparency laws, and which states have pending legislation.

06/10/2026

“Stuck in the Middle: Tools, Trends and Resources for the Sandwich Generation” was the final session today at the CPA conference.

The “sandwich generation” is reshaping planning as professionals, firms, and clients manage aging parents, children, and complex finances.

This session covers technology, consulting tools, and resources to assist caregivers and families.

The session explored challenges from multiple angles—clients, teams, and personal lives—focusing on retirement, taxes, estate, and long-term care planning. It also addressed family conversations, care coordination, and decision-making dynamics.

I am including in my practice the takeaways of many practical insights, innovative strategies, and solutions to help families navigate longevity challenges.

My siblings have lived some of these times with family. This is an increasingly important aspect for families with aging parents.