by Kristine McKinley | Jan 13, 2018 | Uncategorized
The magic number for most people to retire is age 65. However, some people will retire before then, whether by choice or by chance. If you will be retiring before “normal retirement age”, you may face many challenges, such as how to tap into your assets, the...
by Kristine McKinley | Dec 28, 2017 | Taxes
Many people will no longer be able to itemize under the new Tax Cuts and Jobs Act, which means that charitable donations won’t be as valuable from a tax perspective. Here are some ways to maximize your charitable giving and still receive some tax benefit: 1....
by Kristine McKinley | Dec 22, 2017 | Taxes
The Tax Cut and Jobs Act of 2017 was passed by Congress earlier this week and signed by President Trump this morning. Since 2017 is winding up, I wanted to pass along a quick summary of the tax bill. If you are one of the many Americans who will no longer be itemizing...
by Kristine McKinley | Sep 12, 2017 | Personal Finance
By now, most of you have heard about the Equifax data breach. It is estimated that 143 million Americans were affected by this data breach so even if you weren’t affected, chances are you know someone who was. Equifax has a tool on their website that allows you...
by Kristine McKinley | Feb 11, 2016 | Investing, Personal Finance
“Don’t panic.” “Don’t sell at the bottom.” “Don’t try to time the market.” You’re used to being told what you shouldn’t do when the market is falling. Today I’d like to talk about the right...
