by Kristine McKinley | Jun 26, 2009 | Financial Planning
The weather’s great, so staying inside with your finances probably doesn’t sound like a very entertaining option. But a midyear review of your taxes, retirement and spending issues can be far more valuable than the rushed attempt most people make at the...
by Kristine McKinley | Jan 21, 2009 | Financial Planning, Investing, Personal Finance, Retirement
It’s hard to say what 2009 will look like. While there are still several concerns (the housing market, rising unemployment, etc.), there will also be considerable government intervention to help improve the economy this year, both in the U.S. and worldwide. So...
by Kristine McKinley | Jan 17, 2009 | Investing, Personal Finance, Retirement
After watching their 401K balances shrink up to 40% in 2008, many people are wondering if they should change their allocation to include more “safe” investments, or if they should move completely to “safe” investments then move back into the...
by Kristine McKinley | Jan 14, 2009 | Taxes
The IRS has announced that brokers may furnish certain composite annual tax reporting statements by Feb. 17, 2009, without penalty. The notice provides that the new February due date established under a recent law change to provide Form 1099-B information to customers...
by Kristine McKinley | Jan 12, 2009 | Retirement
Finally some good news for retirees… Social Security benefits are being increased 5.8% for 2009. This is the largest increase in more than 25 years! This increase will boost the average monthly Social Security retirement check from $1,090 to $1,153. Even more...
