by Kristine McKinley | Aug 20, 2010 | Featured Post, Financial Planning
Many people hire financial planners to help them meet their financial goals. Whether you are a beginner investor with very little experience or whether you have a good knowledge and understanding of financial planning topics, a financial planner can be a valuable...
by Kristine McKinley | Nov 26, 2009 | Retirement, Taxes
People who received unwanted RMDs in 2009 have just a few days left to roll those RMDs back into their IRAs, thus eliminating the tax bill from the original distribution. RMDs Suspended The Worker, Retiree, and Employer Recovery Act of 2008 (WRERA) suspended required...
by Kristine McKinley | Nov 14, 2009 | Personal Finance
There’s at least a glimmer of hope for people who are currently unemployed. The Senate voted on Wednesday to extend unemployment benefits by up to 20 weeks for people currently collecting unemployment. Most states will receive a 14 week extension, but states with...
by Kristine McKinley | Nov 1, 2009 | Retirement
The number of reverse mortgages backed by the government jumped nearly 20 percent in March and April (2009) alone from the same period in 2008. At a time when seniors have seen their retirement assets depleted by market losses, tapping home equity has been a safety...
by Kristine McKinley | Jun 30, 2009 | Featured Post, Retirement, Social Security
In January of this year, people collecting Social Security retirement benefits received one of the highest cost of living adjustment (COLA) increases seen since the 1980s. Unfortunately, that increase may be the last one you see for a few years. If you are retired...