Expert Retirement and Financial Advisor Mark Kinney Discusses Changes for Married Retirees

Seasoned retirement and financial strategist, Mark Kinney, explains that two major strategies married couples have traditionally used to maximize Social Security benefits will be eliminated beginning in May 2016.

Lee, Massachusetts—May 20, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, posted a new blog entry entitled, “May 2016: Two Big Changes in Social Security Benefits Could Greatly Affect Married Retirees…” In the post, he discusses two major changes to Social Security that will affect married couples in the future.

Kinney writes, “Per the Bipartisan Budget Act of 2015, two strategies that retired, or soon to be retired, married couples have traditionally utilized to maximize Social Security benefits will no longer be available beginning May 2016. If you and/or your spouse are approaching retirement, it’s important that you take note of these changes, as they could significantly alter your retirement plan.

The entire article can be found HERE

About Mark Kinney: 

Mark D. Kinney, CFP®, has been advising clients for close to 30 years on how to maximize their retirement income in a sustainable, repeatable, and verifiable manner, while minimizing risk exposure to the daily turbulent financial markets. His keen insights into conservative and income generating investment options have been invaluable to those approaching or currently in retirement. In addition to his decades of experience and financial know-how, he’s held Series 7 and 63 FINRA Securities registrations for over 25 years, holds several insurance licenses, and has held the Certified Financial Planner (CFP®) designation in good standing for 20 years.

After successful careers with a number of reputable financial institutions, Kinney established Toole, Kinney, & Co., Inc., in 1999. Kinney has been cited on such national news outlets and financial publications as, Fox Business, NBC, Wall Street Select, and The Miami Herald. He remains active in several area charities, has participated in several marathons, including the Boston Marathon in 2013 and 2014, enjoys all activities outdoors, and currently lives in Stockbridge, Massachusetts.



Like What You See Here?

Sign up to get email updates of our latest blogs and articles.

Why your IRA is likely at risk....and how to correct it

Receive your free copy of our white paper "Why your IRA is likely at risk....and how to correct it" by submitting the form