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Who We Are?

One of the major benefits to you is our "Fiduciary Status". Unlike our friends at traditional Wall Street firms - that are exempt from the Fiduciary Standard - Toole, Kinney & Company, Inc. - as a Fiduciary - is legally required to act in your best interests at all times. Brokers on the other hand, are simply required to offer what their Broker Dealer firm deems suitable for you - and them. Are you working with a broker or a fiduciary? To schedule an initial conversation, kindly contact our founder Mark Kinney, CFP® at mark@toolekinney.com or call us toll-free at 1.800.958.6653

Blogs & Articles

social security

While you’ve likely heard the statistic that 50 percent of marriages end in divorce, what you may not know is that one in four of those involves a couple that is age 50 or older. Any divorce is difficult, but a “gray divorce” can cut your retirement plans in half. As a divorced spouse, it’s important to know your options for Social Security benefits. Here are the top five questions that I have received on… continue reading.

diversification

Did you know there’s an investment fund that only invests in bourbon? Talk about only having one “shot” at success. If you’re looking to potentially lower risk, consider diversifying your portfolio across a range of investments. One of the secrets of diversification is spreading out your assets in different sectors. For instance, you may own large-cap U.S. stocks and balance it out with mid-cap international stocks. You can also further diversify your stock holdings with… continue reading.

Why your IRA is likely at risk....and how to correct it

Receive your free copy of our white paper "Why your IRA is likely at risk....and how to correct it" by submitting the form