Tag: Mark Kinney

Expert Retirement and Financial Advisor Mark Kinney Discusses Potential Changes for Investing Under the Trump Administration

Seasoned retirement and financial strategist, Mark Kinney, highlights President Trump’s proposals that may benefit different market segments. Lee, Massachusetts—February 1, 2017—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, published a new article entitled, “Preparing Your Portfolio for Investing During the #Trump Presidency.” In the article, he discusses how Trump Administration policies, if […]

Written by on February 1, 2017

Expert Retirement and Financial Advisor Mark Kinney Discusses the Process Involved to Become a Certified Financial Planner

Seasoned retirement and financial strategist, Mark Kinney, outlines the certification process financial advisors go through to become a Certified Financial Planner. Lee, Massachusetts—January 26, 2017—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney,CFP®, published a new blog entitled, “Here’s What the “Certified” in Certified Financial Planner Means to You.” In the blog, he discusses […]

Written by on January 26, 2017

Expert Retirement and Financial Advisor Mark Kinney Discusses the Benefits of a Bond Ladder Investment Strategy

Seasoned retirement and financial strategist, Mark Kinney, highlights how to set up a bond ladder and why it can make sense for some investors. Lee, Massachusetts— December 15, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, published a new article entitled, “Spread Out the Wealth with a Bond Ladder for Income & Liquidity.” […]

Written by on December 15, 2016

Expert Retirement and Financial Advisor Mark Kinney Discusses What to Consider When Diversifying Your Portfolio

Seasoned retirement and financial strategist, Mark Kinney, says diversification can take some volatility out of your investments. Lee, Massachusetts—November 30, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney,CFP®, published a new blog entitled, “Give Yourself Added Financial Protection Through Diversification.” In the blog, he highlights how you can spread out your assets over […]

Written by on November 30, 2016

Expert Retirement and Financial Advisor Mark Kinney Discusses the Features of an Absolute Return Fund

Seasoned retirement and financial strategist, Mark Kinney, highlights how absolute return IRAs compare to target-date funds. Lee, Massachusetts—November 18, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, published a new article entitled, “Absolute Return IRAs Offer an Alternative to Target-Date Funds.” In the article, he discusses the features and benefits of an […]

Written by on November 18, 2016

Expert Retirement and Financial Advisor Mark Kinney Discusses Important Points to Consider When Divorcing

Seasoned retirement and financial strategist, Mark Kinney, says to consider assets and debts when divorcing. Lee, Massachusetts—October 14, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney,CFP®, published a new article entitled, “Re-Assess Your Assets and Investments When Divorcing.” In the article, he discusses things to consider when dividing retirement funds and other assets, […]

Written by on October 14, 2016

Expert Retirement and Financial Advisor Mark Kinney Discusses Points to Consider if You Choose a Lump-Sum Pension Payment

Seasoned retirement and financial strategist, Mark Kinney, says a lump-sum pension payout may make sense in certain circumstances. Lee, Massachusetts—October 4, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney,CFP®, published a new blog entitled, “Should You Consider a Lump Sum Pension Payment at Retirement?” In the blog, he highlights some benefits of a […]

Written by on October 4, 2016

Expert Retirement and Financial Advisor Mark Kinney Encourages People of Any Age to Create an Estate Plan

Seasoned retirement and financial strategist, Mark Kinney, says an estate plan is an essential tool to ensure a person’s wishes are followed during sickness or after death. Lee, Massachusetts—September 7, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney,CFP®, published a new article entitled, “Estate Planning 101: Consider These Do’s and Don’ts to Plan […]

Written by on September 7, 2016

Expert Retirement and Financial Advisor Mark Kinney Offers Strategies for Catching Up on Retirement

Seasoned retirement and financial strategist, Mark Kinney, says making up for lost time when it comes to retirement planning is possible with a concerted effort.   Lee, Massachusetts—August 22, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, published a new article entitled, “Making Up for Lost Time: 5 Tips for Catching Up […]

Written by on August 22, 2016

Expert Retirement and Financial Advisor Mark Kinney Reminds People Not to Forget About Inflation When Planning for Retirement

Seasoned retirement and financial strategist, Mark Kinney, discusses how to prepare for the risk of rising inflation in retirement planning. Lee, Massachusetts—August 16, 2016—Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, posted a new blog entry entitled, “Don’t Forget to Account for Inflation in Your Retirement Planning!” In the post, he encourages […]

Written by on August 16, 2016