by Kristine McKinley | Nov 5, 2015 | Social Security
Earlier this week President Obama signed the 2016 budget deal which included several surprise provisions for Social Security. The two biggest changes will be to the “file and suspend” strategy and the ability to file a “restricted application”. The loss of these two...
by Kristine McKinley | Sep 7, 2014 | Financial Planning
It’s one of the six steps of the financial planning process. But, oftentimes, it’s the one step that gets overlooked. It’s the sixth step – the annual financial check-up. The annual financial check-up is indeed the most important of the...
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 | 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...
