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 Documents Are Needed for a HELOC?
Applying for a HELOC means providing certain documentation to the lender, including information about your income, assets, and home.
Best Banks Offering HELOCs
Not every bank offers home equity lines of credit to borrowers. If you’re considering opening a HELOC, this list shares the best banks...
Can You Take Equity Out of Your Home Without Refinancing?
A mortgage refinance can provide favorable rates and terms compared to other methods of accessing...
How to Know If You Owe the IRS Money
Are you unsure if you owe the IRS money? You can find out if you have a balance online, over the phone, or...
Student Loans for Single Mothers
Single mothers can get federal or private student loans to fund a college education. Here are the requirements and considerations for each.
How to Pull Equity Out of Your Home
There are many ways to access home equity, including home equity loans, HELOCs, cash-out refinances, and home equity sharing agreements.
Are There Student Loans That Pay Direct?
Federal student loans—and most private student loans—don’t show up as one big check in the mail. Typically, borrowed funds go to the school...
Pet Insurance for Surgery
Find out everything you need to know about pet insurance and surgery, including what's covered, what isn't, and which companies stand out.
Precious Metals IRA: How It Works and How to Get Started
A precious metal IRA may help protect against rising inflation. But before investing, be sure...
Supplemental Student Loans
There are two main kinds of supplemental student loans you can use. We explain the differences and similarities, below.