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Common Social Security Retirement Questions

Common Social Security Retirement Questions

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...
Yes You CAN Donate Your 2010 RMD to Charity!

Yes You CAN Donate Your 2010 RMD to Charity!

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,...
President Obama Expected to Sign New Tax Bill Today

President Obama Expected to Sign New Tax Bill Today

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...
Time Running Out to Do a Roth IRA Conversion in 2010

Time Running Out to Do a Roth IRA Conversion in 2010

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...
Questions to Ask When Looking for a Financial Planner

Questions to Ask When Looking for a Financial Planner

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...
Social Security COLA Could Be 0% For Next Few Years

Social Security COLA Could Be 0% For Next Few Years

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...
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Beacon Financial Advisors is a registered investment adviser with the State of Missouri and the State of Kansas and may transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
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Beacon Financial Advisors
Kristine McKinley
Certified Financial Planner
Kansas City, Missouri