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 a 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®
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: 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 Union HELOC Rates and Terms in 2025
Many credit unions offer HELOCs. Use this guide to determine the best credit union HELOC...
Should You Use a HELOC to Pay Off Your Mortgage? Pros, Cons, and Alternatives
Tapping into home equity with a HELOC can help you pay off debt or cover...
What Documents Do I Need to Apply for a HELOC? The Complete 2025 Checklist
Applying for a HELOC means providing certain documentation to the lender, including information about your...
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 Get a HELOC: 5 Process Steps Simplified
A home equity line of credit allows you to tap into your home equity through...
How to Find Out If You Owe the IRS Back Taxes, and How Much
Are you unsure if you owe the IRS money? You can find out if you...
Student Loans for Single Mothers: The Best Options to Pay for School
Single mothers can get federal or private student loans to fund a college education. Here...
5 Ways to Pull Equity Out of Your Home: Pros, Cons, and How to Do It
There are many ways to access home equity, including home equity loans, HELOCs, cash-out refinances,...