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®
What Happens if a Cosigner on a Student Loan Dies?
If your student loan cosigner has passed away, check your loan documents to know if...
Can You Use Student Loans for a Car?
You can’t use federal student loans to buy a car, but private student loan lenders may allow it depending on your contract. Even...
What Is a HELOC Modification Agreement?
If you’re struggling to afford your HELOC, a HELOC modification agreement may allow you to change your monthly payment.
What Is a HELOC Early Disclosure?
HELOC early disclosure forms are crucial. We explain how to read the form and ensure you don’t miss anything.
What Does a Maturity Date Mean on a HELOC?
A home equity line of credit can offer flexible access to funds. Understanding the maturity date on a HELOC can make it easier...
What Is a HELOC Statement?
A home equity line of credit can be a convenient way to borrow. Your HELOC statement can help you to keep track of...
Can You Have a HELOC and a Home Equity Loan?
HELOCs and home equity loans are similar but not identical. Homeowners can have both at the same time, as long as they meet...
HELOC vs. Bridge Loan
A home equity line of credit or bridge loan can help you fund a down payment on a home purchase. These are key...
Best Credit Unions Offering HELOCs
Many credit unions offer HELOCs. Use this guide to determine the best credit union HELOC for your financial needs.
Can I Use a HELOC to Pay Off My Mortgage?
Tapping into home equity with a HELOC can help you pay off debt or cover big purchases, but you can also use that...