Discussing Reverse Mortgages with John Lloyd

May 24, 2014

Here is a webinar where I discussed the basics of reverse mortgages with John Lloyd of Security 1 Lending. John and I examine situations that a reverse mortgage may make sense for a consumer and when it wouldn’t. John also lays out the process for getting a reverse mortgages and exposes some of the misconceptions [...]

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Single Best Way to Minimize Your Identity Theft Risk

May 8, 2014

Here is a webinar where I discussed ways for people to reduce their identity theft risk. I begin by showing the financial impact identity theft has on our nation, and people’s financial responsibility if their credit card, debit card or checking account is hacked. Then I lay out the major tactics on the market today [...]

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How Are Those New Year’s Resolutions Coming

March 3, 2014

Here is a recent interview I gave to Howard Stross of Stross Law Firm in Tampa, Florida. Howard and I discuss how to successfully accomplish your financial New Years Resolutions. Next to dieting, financial resolutions are the most popular. Yet, most people fail to carry through on their resolutions. I discuss the reasons why people [...]

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What Is in Store for the Stock and Bond Markets?

January 20, 2014

Here is a webinar where I lay out an overview of the valuations and historical precedents for the stock and bond markets. About Picket Fence Financial: Picket Fence Financial is a fee-only, NAPFA registered financial planning firm dedicated to saving folks from Wall Street. Picket Fence Financial feels people have been poorly served by the [...]

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Importance of Long Term Care Insurance

September 2, 2013

Here is a webinar I did with Melissa Barnickel of Baygroup Insurance a while back discussing the benefits and features of Long Term Care Insurance.   Kirk Kinder, CFP® is the Founder of Picket Fence Financial, a fee-only financial planning and investment management company dedicated to saving folks from Wall Street. Picket Fence Financial does  [...]

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How Long Should You Keep Your Financial Documents?

August 6, 2013

If you are like many people, you have folders and folders of old bank and brokerage statements, tax documents, insurance documents, etc. I often get asked how long people should hold onto these documents. The attached webinar explains how long you should keep various documents. Kirk Kinder, CFP® is the Founder of Picket Fence Financial, [...]

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Quoted in WSJ article regarding Jeremy Grantham’s Predictions

April 7, 2013

One of the smartest minds in finance, in my opinion, is Jeremy Grantham, the head of GMO LLC, which manages $106 Billion in client money. Grantham warned of the impending doom that hit in 2008 and called a bottom in 2009. I have followed his writings since 2001, and he has been extraordinarily close when [...]

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Mistakes Parents Make When Paying for College

March 30, 2013

I was recently featured on WBAL Channel 11 discussing mistakes parents with college planning: Top 6 college tuition mistakes parents make | Maryland News – WBAL Home While parents make several mistakes planning to pay for college, I featured six of the most common mistakes I see: 1. Not creating competition among colleges: If your [...]

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Market Overview Webinar

March 6, 2013

In my last post, I promoted an upcoming webinar discussing where the market is as far as valuation and shorter term metrics. With the Dow reaching highs, I think this is awfully pertinent now. Let me know your feedback. Kirk Kinder, CFP® is the Founder of Picket Fence Financial, a fee-only financial planning and investment [...]

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Market Overview Webinar Monday February 18th

February 14, 2013

The markets are hitting highs. Investors are giddy. Let the good times roll…or not. In this month’s webinar, we will explore the longer term valuation of the markets as well as some intermediate and shorter term trends. If you would like to attend live, you can sign up here: https://www3.gotomeeting.com/register/543679150. I will also post a [...]

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