Timothy P. McKee, CPA

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.

06/10/2026

This new commercial for CPAs was rolled out at the conference this week. The theme is trust.

It is worth a look!

https://trustedcpa.org

06/09/2026

Nearly 70% of retirees worry about managing their savings and whether they'll outlive their assets.

Despite this, 68% are not currently working with a financial adviser, potentially missing valuable guidance.

CPAs play a vital role in boosting financial literacy, helping individuals understand the reasoning behind their financial choices.

Journal of Accountancy. (2026, June 1). Most retirees worry about savings — but few use financial advisers. Journal of Accountancy. https://www.journalofaccountancy.com

06/09/2026

I'm not a fan of financing a car. Especially an expensive one.

I know. I'm in the minority.

That said, taking out loans with long repayment periods of six or seven years might help someone qualify to buy a more expensive car, but it also pushes up the cost of ownership over time.

Click the link below to read more about this issue.

Taking out loans with long repayment periods of six or seven years might help someone qualify to buy a more expensive car, but it also pushes up the cost of ownership over time.

06/08/2026

Three in five workers aren’t confident they’ll retire comfortably. Why is that?

For many, it’s not because they’re behind… it’s because the ground keeps shifting under them.

Inflation, rising costs, and debt are rewriting the retirement timeline in real time.

Click below to read more.

If you want to chat about your own concerns, I would be happy to listen.

Retirement confidence slipped in 2026 for both workers and retirees.