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 Ahead.” In the article, he discusses the reasons to create an estate plan and to keep it up to date.
Mark writes, “Review your estate plan regularly. Life changes can greatly alter your wishes for your estate plan. The birth of a child, divorce, or changes in investments are just a few reasons to update your estate plan. Even without major changes, a good rule of thumb is to review your estate plan every three to five years.”
The entire article can be found at: https://www.kinneywealth.com/estate-planning-101-consider-these-dos-and-donts-to-plan-ahead/
About Mark Kinney
Mark D. Kinney, CFP®, has been advising clients for close to 30 years on how to maximize their retirement income in a sustainable, repeatable, and verifiable manner, while minimizing risk exposure to the daily turbulent financial markets. His keen insights into conservative and income generating investment options have been invaluable to those approaching or currently in retirement. In addition to his decades of experience and financial know-how, he held Series 7 and 63 FINRA Securities registrations for over 25 years, holds several insurance licenses, and has held the Certified Financial Planner™(CFP®) designation in good standing for 20 years.
After successful careers with a number of reputable financial institutions, Kinney established Toole, Kinney, & Co., Inc., in 1999. Kinney has been cited on such national news outlets and financial publications as CNN.com, Fox Business, NBC, Wall Street Select, and The Miami Herald. He remains active in several area charities, has participated in several marathons, including the Boston Marathon in 2013 and 2014, enjoys all activities outdoors, and currently lives in Stockbridge, Massachusetts.