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®
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...
[Expert Q&A] Should I Refinance My Student Loans? 5 Times You Should Consider It and 5 When You Shouldn’t
Student loan refinance debt represents 1.6% of total student loan debt in the U.S. That...
So You Owe the IRS $25,000, $50,000, or More? What Happens Next
It’s easier than you might think to fall behind on taxes. Maybe an unexpected expense...
IRS Wage Garnishment: What It Is and How Much the IRS Can Take
IRS wage garnishment happens when the IRS takes a portion of your paycheck to cover...
Does FAFSA Cover Trade School? What to Know About Financial Aid for Tech and Vocational School
Many people think the Free Application for Federal Student Aid (FAFSA) is just for four-year...
6 Best Books for Getting Out of Debt in 2025
Libraries and bookstores are packed with finance books from wealthy authors who think they know best. Some offer solid advice, but the best...
How to Refinance Student Loans With a Cosigner [2025’s Best Rates + Lenders]
Refinancing student loans with a cosigner can make it easier to qualify and potentially snag...
What Is the Maximum Personal Loan Amount You Can Get?
The maximum personal loan amount you can get depends on the lender itself and your...
Gold-Silver Ratio: Its History, 2025 Predictions, and How to Use It for Your Investments
For investors, the gold-silver ratio is one way to determine when it is best to...
When Does Tax Season Start and End? 2025 Dates and Deadlines to Know
January 27, 2025, marked the start of the 2025 tax filing season. This is the...