Expert Retirement and Financial Advisor Mark Kinney Suggests a Financial Spring Cleaning
Seasoned retirement and financial strategist, Mark Kinney, discusses the importance of periodically ‘checking in’ with your finances in order to ‘clean out’ what’s not working.
Lee, Massachusetts — June 6. 2016 —Founding partner of Toole, Kinney & Company, Inc., Mark Kinney, CFP®, published a new article entitled, “Spring Has Sprung! 4 ‘To-Dos’ for Your Financial Spring-Cleaning List.” In the article, he encourages readers to create a financial spring-cleaning list, assessing such issues as budgeting, debt, retirement planning, and investment strategy.
On budgeting, Mark writes, “A compressive and clearly defined budget can keep your finances from falling into disrepair. A budget allows you to know how much money you have, how much money you need, and how much money you have to spare. Simply put, a budget is a master plan for your financial security and posterity. Creating a budget (and here’s the hard part: sticking to it) can revolutionize your financial capacities to adequately plan and forecast for future financial needs. Are you meticulous about your budget? Or do you frequently fret by the end of month, wondering where all your money has gone?”
The entire article can be found HERE https://www.kinneywealth.com/4-to-dos-for-your-financial-spring-cleaning-list/
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.