Financial Advisor Insights

Should You Take a Pension or a Lump Sum?

Deciding between a lump sum or receiving pension benefits monthly requires careful planning and consideration. Though your personal situation and circumstance will always be the most important factor […]

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5 Strategies to Reduce Tax This Year

This article was originally published by Darrow advisor Kristin McKenna, CFP® on Forbes.

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New IRS Contribution Limits for 2020

The IRS has released the 2020 contribution limits for retirement plans and other cost-of-living adjustments. 

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Should Married Couples Use Joint or Separate Trusts?

Revocable or living trusts play an important role in many estate plans. Married couples utilizing trusts in their estate plan will need to consider whether it's best to set up joint or separate […]

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What Happens to Stock Options After a Failed IPO?

WeWork (now called The We Company) was just steps from a historic initial public offering when mounting concerns over the company's rampant spending, erratic behavior by then-CEO Adam Neumann, and […]

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Why Put Assets in a Living Trust?

What is a revocable living trust?

A revocable trust (also called a living trust) is "funded" during your lifetime and becomes irrevocable at your death. Funding a trust means retitling assets in the […]

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Is Tax-Loss Harvesting a Good Idea?

Tax-loss harvesting is the process of selling an investment that has lost value in your portfolio to 'realize' the loss for tax purposes. Investors can use this loss to offset taxable capital gains […]

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Business Owners: It's Not Too Late to Lower Your Taxable Income for the Year

Self-employed business owners and entrepreneurs working for themselves part-time have a lot of flexibility when it comes to saving for retirement and managing their taxes. Though self-employed […]

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Investing Outside of a 401(k) or 403(b) Retirement Account

Looking for ways to invest after maxing out a 401(k) or retirement plan at work is wise, especially considering contributions to retirement accounts may not be enough to fully fund the lifestyle you […]

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It’s Time For Year-End Financial Planning

by Kristin McKenna, CFP® on October 02, 2019 in Financial Planning

This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.

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