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®
Income-Based Personal Loans
Lenders that offer income-based personal loans focus more on your income than your credit score. This option might be an excellent choice if...
Self-Employed Personal Loans
Being self-employed can complicate your plans if you’re trying to get approved for a personal loan. Most lenders want proof of steady income...
Reverse Annuity Mortgages
If you’re house-rich but cash-poor in retirement, you may have been tempted by reverse mortgage ads promising to turn home equity into income. A...
How to Choose a Personal Loan Term Length
Loan repayment terms can range from short to long, offering flexibility to match borrowers’ financial needs. This allows for financial strategies tailored to...
Loans for Business—the Best Options and How They Compare to Alternatives
Personal loans can be a fast and flexible way to finance your business, especially if...
Promissory Note for Personal Loan Explained
Understanding promissory notes is vital if you plan to lend or borrow money. They detail important personal loan terms, including repayment schedules, interest...
What Are the Tax Implications With Personal Loans?
A personal loan can cover many costs, including home improvements, medical bills, and credit card...
Low-Interest Personal Loans
Personal loans make it easy to afford emergency expenses, home renovations, and debt consolidation when you don’t have the money—or don’t want to...
How to Buy Silver: A Guide to Investing and Selling
Experts expect silver demand to reach 1.2 billion ounces in 2024, which is one of...
Beginner’s Guide to Gold Bullion: How to Buy Gold
Gold bullion is physical gold in the form of bars, coins, or rounds, valued primarily...