About Erin Kinkade, CFP®
Current Role
Financial planner
Expertise
- Insurance Planning
- Education Planning
- Retirement Planning
- Investment Planning
- Military Benefits
- Behavioral Finance
Certifications & Degrees
- Certified Financial Planner™
- Chartered Financial Consultant
- Bachelor's degree in education from the University of Georgia
Personal Finance Experience
Erin has been working in financial services since 2006. Her primary focus was servicing, advising, consulting, and planning for clients.
Erin began her career at a registered investment advisory and broker dealer (RIA/BD) firm. While at the RIA/BD, Erin was a registered representative and registered investment advisor. She focused on client service, investment advice, and financial planning for high-net-worth clients. Erin made a career change in 2020 to become a financial planner at AAFMAA Wealth Management & Trust, focusing solely on comprehensive financial planning for military members and their families.
Erin is a certified financial planner (CFP®) and chartered financial consultant (ChFC®). Her areas of expertise include, but are not limited to, the following: military benefits, risk mitigation, savings, cash-flow projections, life insurance and long-term care analysis, education planning, investment analysis, retirement planning, withdrawal strategies, tax-saving recommendations, and estate transfer planning.
Latest from Erin Kinkade, CFP®
How to Pay for College Without Parents’ Help: 7 Tips
Up until high school graduation, you’re typically used to your parents footing the bill. But...
Why Is There a Levy on My Paycheck? How to Proceed
If you don’t pay your income taxes, the IRS will look for ways to take...
How Long Can You Go Without Filing Taxes?
Filing taxes is a legal obligation Americans must fulfill every year—or risk the wrath of Uncle Sam. For most taxpayers, the tax filing...
How Often Can You Refinance Student Loans?
If you’re wondering how often you can refinance student loans, the answer is as many times as you want as long as you...
Can Your Social Security Income Be Garnished by the IRS and Creditors? Laws and Rules Explained
Can Social Security be garnished? In most cases, no, but certain government debts can result...
Mortgages for Doctors: How Physician Loans Help You Buy a Home with Low (or No) Down Payment
If you’re a doctor or dentist who is ready to buy a house, consider physician...
The Different Types of Home Equity Loans: HEL, HELOC, Cash-Out Refi
If you’re looking to borrow against your home’s equity, you have three main options: a...
The 11 Best Personal Finance Podcasts
When I first started learning about personal finance, I loved how a good podcast could make me laugh, spark an ah-ha moment, and...
2025 Ultimate Guide to the Tax Underpayment Penalty
The IRS underpayment penalty is a charge applied when you don’t pay enough taxes during...
Form 8300 Guide: Why, When, and How to File, and What Happens If a Form 8300 Is Filed on You?
Form 8300 is an IRS document used to report cash payments over $10,000 received in...