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®
Are Gold IRAs Safe?
Gold IRAs can diversify your retirement portfolio and provide inflation protection. Just make sure you follow IRS guidelines when opening a gold IRA.
4 Best Gold Dealers: Access Online Inventories
The value of gold has continued to rise, exceeding $3,000 per troy ounce for the...
Tax Liens Explained: How They Work, How They Affect You, and How to Remove One
Federal tax liens are claims made on your assets in response to a delinquent tax...
How to Transfer Student Loans to Another Lender: 5 Options to Consider
You can transfer your student loans to another lender through a refinance or consolidation.
Best Private Student Loans for Small Amounts: Starting at $1,000
Small student loans can be used for various reasons like buying books, getting a new...
Top Student Loans Without Cosigner Requirements for 2025
While most student loans require a cosigner to be approved, there are federal and private...
Can You Take Out Student Loans for Living Expenses? What to Know in 2025
Student loans can help with more than tuition. Both federal and private student loans can...
Can You Refinance Student Loans? 10 Times When You Can and Can’t
Refinancing your student loans is often a smart move, but there may be some scenarios...
What Is the Impact of Student Loan Debt?
Americans owe a total of more than $1.7 trillion in student loans. This debt can significantly impact people's lives, delaying their ability to...
Student Loan Forgiveness Tax Implications
If your student loans are forgiven, you may owe taxes on the canceled balance.