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
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
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.
The New Reverse Mortgage Magic
Seniors can buy a new home with a large initial deposit, but no future mortgage payment.
Helping Clients Cut Off the Kids
Advisors can offer valuable support to parents who need to tell their kids, "No more money!"
How to Help Your Clients' Adult Children
Most advisors are most interested in working with individuals who have the most money to manage. This usually means those who are about to retire or have
Guiding Bewildered IRA Beneficiaries
Advisors can earn their fees and their clients' appreciation by boning up on what can be done with an inherited IRA.
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