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 | Dec 20, 2010 | Featured Post, Taxes
Good news for charitable IRA owners over age 70 ½… the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, signed last week by President Obama, extends the ability to give up to $100,000 directly from your IRA to a charitable institution,...
by Kristine McKinley | Dec 17, 2010 | Featured Post, Taxes
“We had a responsibility to protect middle class families from a tax increase that would have hit their paychecks and harmed the recovery” – Treasury Secretary Timothy Geithner statement after the House passed the newest tax bill last night. Nothing like waiting til...
by Kristine McKinley | Dec 9, 2010 | Featured Post, Retirement, Taxes
As we near the end of 2010, many people are wondering if a Roth IRA conversion is the right move for them. Why so much focus on Roth IRAs this year? The rules that determine who can convert a traditional IRA to a Roth IRA have been changed which will allow more...
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 | 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...
