by Kristine McKinley | Dec 29, 2015 | Taxes
In what has become an annual ritual, Congress recently passed a last minute bill to extend tax laws that expired at the end of 2014. The good news is that some of these extenders are now permanent, which will eliminate the need to extend them in future years. Other...
by Kristine McKinley | Nov 5, 2015 | Social Security
Earlier this week President Obama signed the 2016 budget deal which included several surprise provisions for Social Security. The two biggest changes will be to the “file and suspend” strategy and the ability to file a “restricted application”. The loss of these two...
by Kristine McKinley | Oct 16, 2015 | Social Security
One of the best features of Social Security is the annual cost of living adjustment or COLA. The COLA was created to help seniors keep up with rising costs. This is especially helpful to retirees who depend on Social Security for the majority of their income (note:...
by Kristine McKinley | Aug 24, 2015 | Taxes
Thanks to a recent ruling from Topeka, Kansas residents who work in Kansas City (and pay KC earnings tax) may be eligible for a refund of the KC taxes paid. I am reviewing the recent ruling and will contact any clients who I believe may benefit from it. However, if...
by Kristine McKinley | Aug 24, 2015 | Investing
I sent out an email to my clients today telling them why they shouldn’t panic in face of the recent stock market volatility. I”m sure many people are nervous after three large down days in a row, so I thought I’d post a copy of the email I sent out...
