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®
Student Loans for Freshmen
If you are starting college for the first time or are the parent of a new college student, you likely need to know...
Can You Have a Cosigner on a HELOC?
If you’re looking to get approved for a home equity line of credit (HELOC) but are worried your credit score or income won’t...
What Is a Home Equity Agreement (HEA) and How Does It Work?
If you’re a homeowner, you may have several options to access some of the equity...
HELOC vs. 0% Interest Credit Card
When deciding between a HELOC and a 0% credit card, it’s crucial to consider your financial situation, borrowing needs, and repayment capacity. Factors...
What Is the Best Way to Pay Off a HELOC?
A home equity line of credit, or HELOC, is a flexible tool that allows you to borrow against your home’s equity. But if...
CELOCs Explained: The Smart Way to Tap Commercial Property Equity
A commercial equity line of credit (CELOC) allows business owners and property investors to tap...
HELOCs for Co-ops: How They Work and Your Best Options
Getting a HELOC as a co-op owner may seem challenging, but it’s entirely possible with...
HELOCs for Home Repairs
A home equity line of credit (HELOC) is one of the best solutions for financing home repairs. HELOC financing is flexible and offers...
Best HELOCs for Excellent Credit
If your FICO score is between 740 and 850, give yourself a pat on the back: You have excellent credit. This tells lenders...
7 Reverse Mortgage Scams to Watch Out For
When considering a reverse mortgage, it’s essential to understand how to protect yourself from potential scams. This guide will help you spot common...