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®
HELOC vs. Bridge Loan: Key Differences and When to Use Each
A home equity line of credit or bridge loan can help you fund a down...
The Best Credit Unions Offering HELOCs Based on 2025 Rates, Terms, and Features
Many credit unions offer HELOCs. Use this guide to determine the best credit union HELOC...
How to Use a HELOC to Pay Off Your Mortgage and When It’s a Good Idea
Tapping into home equity with a HELOC can help you pay off debt or cover...
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...
How to Apply for a HELOC in 5 Steps
A home equity line of credit allows you to tap into your home equity through a revolving credit line. Applying for a HELOC...
How to Know If You Owe the IRS Back Taxes in 2025
Are you unsure if you owe the IRS money? You can find out if you...
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...