by Kristine McKinley | Jun 12, 2015 | Retirement
A lot is being written about how much money Americans can withdraw from their investments to fund their retirement years. Now, a new research institute launched by Fidelity Investments has outlined the order in which money should be withdrawn from various tax-deferred...
by Kristine McKinley | Sep 7, 2014 | Financial Planning
It’s one of the six steps of the financial planning process. But, oftentimes, it’s the one step that gets overlooked. It’s the sixth step – the annual financial check-up. The annual financial check-up is indeed the most important of the...
by Kristine McKinley | Jun 23, 2014 | Featured Post, Retirement
As Baby Boomers are getting closer and closer to retirement, they have many questions about Social Security, such as… Will Social Security be there for me when it’s my time to collect benefits? For a long time the media has been telling us that Social...
by Kristine McKinley | Jan 27, 2013 | Personal Finance, Retirement
Kiplinger magazine and the National Association of Personal Financial Advisors (NAPFA) are teaming up for the annual Jump-Start Your Retirement Plan Days to bring you free one-on-one personal finance advice. NAPFA members (including me!) from across the U.S. will be...
by Kristine McKinley | Jan 2, 2013 | Economy
In true Congress style, a deal was passed at the last minute to keep the US from going over the fiscal cliff. On Tuesday night the House passed a bill that will extend the Bush tax cuts for most of Americans, extend unemployment benefits, and delay spending cuts....
