Kevin McKinley

Columnist: Generations,
Principal/Owner of McKinley Money LLC

Kevin McKinley 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

Paying Tomorrow’s Tuition Today
Prepaid tuition plans can help clients hedge against higher education expenses.
Five Tax-Smart Strategies For Turbulent Markets
The surest way to make clients money in any market? Reduce their tax bill.
Eight Outside the Box Risk Categories
These eight categories of risk exist outside of client investment accounts, and should cause you to rethink the allocation of client assets
Seven Reasons to Take Social Security Sooner 7
Despite the conventional wisdom, clients might prefer to take their payments today.
Six Financial Planning Topics To Discuss With New Graduates 1
Your clients’ children need financial advice when they enter the working world; help them out, and your clients will be grateful.
Six Questions to Ask Before Rolling Over a Retirement Account
Explore these possibilities before initiating the transfer.
Small Deposits Now, Big Money Later 1
When and how clients save for their kids is just as important as how much.
The Pitfalls and Perils of 529 Withdrawals 3
It’s more complicated than just requesting a check.
The Costs and Effects of High Tuition 1
Advisors can save clients money and stress when a child wants to pursue a costly college degree.
Early Retirees Should Make the Most of Their Mortgages 3
Easy access to home equity can provide liquidity and tax savings that make it well worth the extra interest cost.
Withdrawal Strategies For Early Retirees
Your clients need a method for making withdrawals if they want to retire before turning 59 1/2.
Tapping Annuities for an Early Retirement 1
Clients will appreciate how these products can save taxes today and provide income down the road.
Four Ways to Save for an Early Retirement
Those wanting to quit before turning 60 should think beyond 401(k)s and IRAs.
The Tax Advantages of Donor-Advised Funds
Donor-advised funds provide higher immediate tax benefits without having to give it all away today.
Planning for the Self-Employed Client
These six steps can help older clients who stop working for others and start working for themselves.
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