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

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.
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
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.
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