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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

retirement

It’s a fact of life! Things don’t always go the way you planned. And your retirement savings are no exception. Despite our best intentions, circumstances beyond our control may arise that prevent us from fulfilling our commitments to our retirement plan. I get that, but you should know that there are a number of strategies that can help you make up for lost time and get you back on track. Read on for some tips […]

inflation

Often overlooked, but imperative for a vital retirement plan, inflation may prematurely deplete your retirement funds years before you expected. As a rule of thumb, many financial advisors recommend accounting for a 3% inflation rate when planning for retirement. However, this rule presumes that the Fed and banks effectively regulate inflation to that annual increase throughout the course of your entire retirement. History has taught us we can’t necessarily depend on a stable rate of […]

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

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