Kevin McKinley

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 www.mckinleymoney.com.

Articles
One Lump Sum or Small Payments? 1
Soon-to-be retirees should be careful when deciding how to take money out of a pension account.
Six Planning Tips for Boomers Buying a Business
Without proper planning, a boomer’s dream of becoming a business owner can quickly become a nightmare. Here are six steps to avoid that
RMDs: A Primer 1
If retirement account owners don’t take out at least the minimum amount at the right time, they could get hit with a penalty for as much as 50 percent.
Old Timers, New Tricks
Get all the benefits available for clients who have hit the big 6-0.
Nifty Fifties 
Turning 50 might make clients feel “old” for the first time, but that dismay can be offset by the chance to increase the amount that those who are working can save for retirement each year.
Five Tax Strategies for the New Year
The new year brings several changes that can affect your clients’ tax status and financial situation. Here are five tips.
The Frugal Tourist 
In a future that could mean higher travel prices and lower investment returns, frugal tourists could do just as well as aggressive investors.
Five Reasons to Keep a Life Insurance Policy
A careful analysis could show that the value of a client’s life insurance policy far exceeds the cost.
Having Money and Getting Medicaid
Skip the esoteric methods of Medicaid planning and use a simple policy instead.
The Back-up Plan  10
The costs of long-term care and its corresponding insurance are only expected to get worse, but there are several alternatives to make sure clients get the care they need.
(Second) Home Free 2
Many clients dream of owning a second home when they retire. But reality bites.
The Power of Persuasion
These small acts for clients’ children and grandchildren can make a big difference.
Gallery: 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.
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