Common Social Security Retirement Questions

June 23, 2009

social security questionsAs 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 Security is going bust. Millions of Americans depend on Social Security to fund all or part of their retirement, so this is a huge concern in our country. So do we really need to worry about Social Security going under before we start collecting our retirement benefits?

The 2009 Social Security Trustees Report anticipates that Social Security benefits paid to retirees will exceed Social Security taxes paid in by workers (and earnings on the funds in the trust) beginning in 2016.  In addition, the trust fund could be exhausted by 2037.  Once the trust fund is gone, benefits will still be paid out, but the taxes collected from people still working will only be enough to cover 76% of the benefits promised.

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Beacon Financial Advisors, LLC, is a financial planning and Registered Investment Advisory firm headquartered in Lee’s Summit, Missouri. The firm offers comprehensive tax and financial planning services to individuals, families and small businesses. Beacon advisors work solely for their clients. Continue reading about our Services

About Us

Kristine McKinley, CFP®, CPA, is the founding principal of Beacon Financial Advisors, LLC, an independent, fee-only financial planning firm located in Lee’s Summit, Missouri. Kristine focuses on providing fee-only financial planning, investment advice, and tax preparation to individuals and families from all income levels. Continue reading About Us

In the News

USA Weekend, July 2010 – Richard Eisenberg interviews Kristine McKinley and other financial planners on how to give your 401(k) a midyear check.

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