Bill Kinkel
Investment Advisor
at Genesis Wealth Management Group, LLC
Why Hire An Investment Advisor?
By partnering with Bill Kinkel, Investment Advisor, you’re choosing more than a investment adviser—you’re choosing an advocate for your financial independence and peace of mind.
Let us help you navigate the complexities of retirement and legacy planning with clarity, confidence, and care.
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Personalized, Tailored Strategies
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Independent, Fiduciary Advice
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Retirement and Legacy Expertise
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Long-Term Partnership and Support
Get Retirement Ready. We can help.
We can create a comprehensive financial plan for you. We help you identify and prioritize your financial goals. Then we look for opportunities to achieve your goals. Guiding you through important decisions before and after retirement.
When was the last time you reexamined the risk levels in your retirement portfolio?
Watch my Risk Exposure & Assessment video, then take the Color of Money Risk Analysis.
Latest News
IRA or 401k?
IRA or 401(k)? Know the key differences between these two popular retirement plans to ensure you are saving in the right account Individual retirement accounts (IRAs) and 401(k) s share a lot of similarities. They are both retirement plans. They both can help you lower your tax bill today, [...]
When to Apply for Social Security Benefits
With the demise of guaranteed pensions, and in light of the risks you face in managing your own retirement assets, maximizing Social Security becomes a critical part of retirement planning. HOW CLAIMING AGE AFFECTS THE INCOME STREAM One of the most important decisions a retiree faces is when to [...]
Secure Act 2.0: IMPACT ON RETIREMENT PLANS AND HELPING AMERICANS SAVE
Secure Act 2.0: IMPACT ON RETIREMENT PLANS AND HELPING AMERICANS SAVE The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was broad legislation aimed at employer-sponsored plans and brought significant change to retirement savings plans. The SECURE 2.0 Act provisions enacted on December 29, 2022, do [...]
Key Differences Between a Roth 401(k) and a Roth IRA
Roth 401(k)s and Roth IRAs share the goal of tax-free distributions of earnings. But while both accounts are funded with amounts that have already been taxed, the path to that tax-free goal is paved with different rules for each of these two types of accounts. As you consider your [...]
Essential Tax Tips for IRAs
Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it’s best to avoid mistakes in the first place. Here’s what you need to know. IRAs [...]
Look for our Will Awareness Workshop 1st Quarter 2025
Learn How Enhanced Planning May Help You:
- Transfer assets efficiently.
- Reduce taxes.
- Leave a legacy.
- Preserve family harmony.
Reserve Your Seat
Reservations for this workshop are limited.
Note: We do not provide legal or tax advice. You are encouraged to seek legal counsel regarding the implementation of workshop material.
Genesis Wealth Management Group, LLC is a registered investment advisor in the state of Illinois. Insurance products and services are offered through Genesis Financial Group, Inc.
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