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Kevin McKinley

Columnist: Generations
Principal/Owner of McKinley Money LLC

Kevin McKinley CFP is Principal/owner of McKinley Money LLC, an independent registered investment advisor. He is also the author of the book Make Your Kid A Millionaire (Simon & Schuster), and provides speaking and consulting services on family financial planning topics. Find out more at www.mckinleymoney.com.

Articles by Kevin McKinley
What Should You Say to Reluctant Retirees?
Even though clients may be financially ready to retire, they may need a little push to make the move. Here are some words of wisdom for clients with cold feet.
The Reluctant Retiree
Clients who are financially ready to retire may still need some words of encouragement.
Sheltering Clients From the Taxman
Several investment strategies can protect high-income clients from new taxes and higher tax rates.
Deductible Me
Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you.
Clocking Out: Tax Planning for Clients Near Retirement
You have a narrow window to make tax-cutting moves for those on the cusp of retirement.
Forget Chasing Yield; Cut Taxes for Extra Income
Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients’ income tax bills.
Mapping the Medicare Maze
Advisors can shed some much-appreciated light on this crucial but confusing program.
Getting Out of Health Care Limbo 1
Many clients and prospects have already retired but are not yet eligible for Medicare. Here are their options for getting out of health care limbo.
Giving Working Clients a Health Insurance Checkup
You can help clients get the employer-sponsored insurance they need, and save some money in the process.
Health Care Costs Are Making Clients Sick
The panic over current and future medical expenses is almost as high as the potential cost. The new health care rules mean that the need to reevaluate the clients’ coverage options will be ongoing, and could occur every time they change employers, or even move to a different state.
Savings Bonds for Retirees
Series I savings bonds can be useful for investors seeking security, liquidity and an inflation hedge; they also may help you build trust with clients.
Income Strategies for Early Retirees
Those who stop working before reaching their “Golden Years” require a specific sort of assistance.
Five Mistakes that New Retirees Make
Clients who are on the cusp of retiring comfortably should be calm, cool, and concerned with nothing more than traveling the world, booking tee times, and spoiling their grandchildren.
Goosing Returns by Reducing Taxes
Looking at your clients 1040s can help them save money now and in retirement.
How to Correctly Use Reverse Mortgages for Elderly Clients
Any advisor worth his or her proverbial salt is familiar with reverse mortgages, and how the unique arrangements can allow house-rich but cash-poor seniors to afford to remain in their primary residences.
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