Broker Check

Kinecta.org

 
Estate Management 101 Women and Retirement

How hard is your money working for you?

As a Kinecta Federal Credit Union member you have access to complimentary, no-obligation financial reviews to assess your long term savings and retirement plans.

For more than 20 years Kinecta Financial & Insurance Services (KFIS) – a wholly owned subsidiary of Kinecta – has provided members with comprehensive financial advice and wealth management services. Whether your goals are simple or complex, together we’ll develop a realistic plan that can help keep you on track toward a secure financial future. It’s time you took advantage of this valuable member benefit!

Whether you’re just starting out in the work force, planning for your child’s college fund or preparing to retire we can help guide you to make the most of your hard-earned income. Managing your finances is easier with a trusted professional by your side. We’ll take the time to learn about your individual needs and help you create a personalized strategy.

In addition to our complimentary, no-obligation financial review we offer a wide range of financial products and services to help you build a diversified portfolio of well-managed investments:

  • Pre and Post Retirement Planning
  • IRA’s and 401(k) Rollovers
  • Tax Advantaged Savings and College Funding
  • Current and Future Income
  • Life Insurance, Extended Care and Wealth Transfer

We look forward to the opportunity to help you achieve your financial goals.

Schedule your complimentary financial review today with an LPL Financial Consultant at a Kinecta Member Service Center nearest you.

Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

 

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

View all articles arrow

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

View all videos arrow