Kimberly Howard

CFP®, CRPC®, ADPA
Personal Finance, Retirement, Taxes
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52
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4
Articles
15
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“Kimberly encourages questions and establishes an atmosphere where learning is a priority. She makes her client feel at ease about asking questions, allowing a two-way street when she creates their financial plan.”
Firm:

KJH Financial Services

Job Title:

Owner/Advisor

Biography:

Kimberly J. Howard, CFP®, CRPC®, ADPA®, is the founder and owner of KJH Financial Services in Newton MA and Denver CO.  She is a Certified Financial Planner™ practitioner and has over twenty years of experience in financial management and education goals through effective comprehensive financial planning. 

Kimberly holds a Master of Science degree in Computer Science Information Management from Boston University. She earned a Bachelor of Science degree in Mathematics and Physical Education from Stephen F. Austin University in Texas. She attended Boston University for her Certification in Financial Planning and H&R Block for Tax Preparation Certification.

Kimberly is where she teaches General Financial Planning Principles, Income Tax, Retirement Planning and Estate Planning. She is a past adjunct faculty member at Boston University and The College for Financial Planning.

Kimberly is a member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA). She was named to the Metropolitan Who's Who Among Executive and Professional Women.  She is an expert Advisor for Morningstar .

Kimberly promotes a life planning approach with a balanced work/life style. She is active in sports including cycling, golf, skiing, and hiking.

Education:

BS, Mathematics, Stephen F. Austin
MS, Computer Science, Boston University

Fee Structure:

Fee-Only

CRD Number:

5246162

Videos
  • Interview with Kimberly J. Howard, CFP
  • Financial Goals by Kimberly J. Howard, CFP
All Articles
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January 2017
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All Answers
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    Personal Finance
How Long Should I Keep My Tax Records?
100% of people found this answer helpful

Hello,

Keep your tax records for a minimum of 3 years. After that, it depends on your situation as to the length of time.  If you wrote off a bad debt, better keep them for 7 years. If you have a small business, 7 years may serve you best. Be sure to keep not only a copy of the return, but all the supporting documents.

Kimberly J Howard, CFP

December 2016
    Debt, Personal Finance
How can I delete some credit inquiries I have on my credit report?
100% of people found this answer helpful
March 2016
    Taxes
What are some ways to minimize tax liability?
100% of people found this answer helpful
January 2017
    Debt, 401(k), Real Estate
Should I withdraw money from my 401(k) to pay off a loan, so I can proceed with obtaining a mortgage?
100% of people found this answer helpful
December 2016
    Real Estate, Taxes
Why do I need to fill out a W-9 form for the sale of my home?
100% of people found this answer helpful
December 2016