Kevin McKinley: GenerationsWriter's bio: Kevin McKinley CFP© 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.advisortipsheet.com. Making the Most of Their MortgageNov 1, 2011By Kevin McKinley Clients with too much home equity and not enough retirement money can take advantage of record-low rates to shore up their savings and cut down their taxes.... Not just for Grandma and GrandpaAug 1, 2011By Kevin McKinley Anxious clients can find plenty of excitement in boring old savings bonds.... Helping Clients Help Struggling KidsJul 1, 2011By Kevin McKinley Tough times are affecting many young adults, but parents can still provide a safety net without moving to the poorhouse... Reverse Mortgages Preferable to Selling Mom’s HomeApr 27, 2011By Kevin McKinley Many of your Boomer clients have elderly parents who are facing a seemingly unsolvable problem: how to produce enough income to cover increasing living costs without jeopardizing investment principal. But for families in the right situation, it’s possible to dramatically improve the cash flowing to the older parent, without risking the value of (or access to) her “rainy day” fund. Here’s how reverse mortgages can serve as an unorthodox solution to a common dilemma. ... Going Home AgainApr 1, 2011By Kevin McKinley Passing ownership of the house to kids to shield it from being tapped for nursing home expenses is not always a good idea. Here's why, and some alternatives.... Tapping An AnnuityFeb 1, 2011By Kevin McKinley Five wise ways for retiring clients to make an annuity withdrawal.... A Lump Of Coal From Social SecurityJan 1, 2011By Kevin McKinley The window for a do-over on benefits collection is almost closed. But there are other ways to augment retirement income in the short term aside from waiting longer to take benefits.... Maximizing Clients' 529 FundsDec 1, 2010By Kevin McKinley How to decide when and how money is best withdrawn from college savings plans.... Better To Borrow for Higher Ed BillsNov 1, 2010By Kevin McKinley Keep your cash. Today's federal lending programs offer low rates and flexible repayment plans.... Maximizing Social SecurityOct 1, 2010By Kevin McKinley A file-and-suspend strategy can boost benefits for many of your married clients.... Five Social Security TricksSep 1, 2010By Kevin McKinley If clients start collecting their checks without a little advance planning, they could miss out on thousands of dollars they're entitled to.... The Social Security FlipAug 1, 2010By Kevin McKinley Repaying your Social Security and then refiling for benefits can be a winning strategy, netting you a better return than investment in a CD or an immediate annuity would.... Bringing Up DaddyJun 1, 2010By Kevin McKinley A check list to help you help your clients' aging parents.... Pay It Down SlowlyApr 1, 2010By Kevin McKinley Making minimum payments on your mortgage, and even taking out a new mortgage, might be a wise idea in this economy.... The 529 SolutionMar 1, 2010By Kevin McKinley How college savings plans can help your clients cut taxes and rising education costs.... Navigating The Estate Tax VoidFeb 1, 2010By Kevin McKinley A few good moves you can make for clients in today's uncertain environment.... Hidden TreasuresJan 1, 2010By Kevin McKinley Here are a few strategies for uncovering assets and benefits your clients may not have even known about.... |
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