Financial Advisor Insights

How Lifestyle Inflation Can Harm Investors

This article was originally published by U.S. News and written by Kristin McFarland, CFP®, Wealth Advisor at Darrow Wealth Management.

Lifestyle inflation refers to when discretionary spending […]

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What to do after inheriting a retirement account from a parent or relative

If you have just inherited a traditional IRA, SEP IRA, Roth IRA, 401(k) or 403(b) plan from a parent, sibling, or relative, you may be unsure about what your options are and what to do next. As a […]

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Is it always best to max out a 401(k)? Exploring the downside of tax-deferred growth

In personal finance, there aren't too many universally applicable hard and fast rules. Although some might reasonably argue that always maxing out annual pre-tax contributions to a retirement account […]

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Can You Save Too Much for Retirement?

With regular headlines reporting on the retirement savings shortfall facing many Americans, it may seem odd to consider whether it’s possible to save too much for retirement. Although this particular […]

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About to be Acquired: Managing Personal Finances During M&A Activity

Every industry has its own unique challenges. For professionals in biotech, pharma, and life sciences, the challenge is that most individuals don't stay at one company long enough to understand the […]

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Should I Sign a Prenuptial Agreement?

Despite the negative connotation, prenuptial agreements can provide certain couples with unique benefits and protections. Once thought of as only a tool for the super-rich, modern prenuptial […]

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Essential Money Moves for Professionals Transitioning to a New Job

by Kristin McFarland, CFP® on July 10, 2018

A new job can be exciting: a fresh start, new title, and (hopefully) more money. But changing jobs also means navigating a new retirement plan and benefit package as well as tying up loose financial […]

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How to figure out if you can afford to send your kids to private school

Private school isn't always part of the plan for many families. Parents often try to buy a nice house in a great school district under the assumption that their kids will attend the local public […]

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Should Married Couples Combine their Finances?

What's the best way for married couples to manage their financial life? This is a true "iceberg" question - seems innocuous enough but there's a lot going on under the surface. There can be a wide […]

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What Happens to Stock Options if I Leave the Company?

It's common for employees to move around, especially in tech and biotech. Before signing a new offer letter, make sure to understand what could happen to your stock options, restricted stock units, […]

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