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

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 5
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.
One Lump Sum or Small Payments?
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.
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