Financial Advisor Insights

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

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

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6 Retirement Planning Mistakes

Is there a magic number you need to save to retire? Despite what you may read, questions related to personal finance and retirement almost always require personalized guidance as elements of your […]

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What New Business Owners Need to Know Before Starting a Company

Before you leave a steady job with a salary and benefits to start a business, it’s important to properly prepare for the transition. Getting your personal finances organized and properly set up […]

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Is Your 401(k) Contribution Strategy Costing You Money?

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

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You Probably Don't Need Life Insurance Forever

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

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5 Reasons You Shouldn't Make Non-Deductible IRA Contributions

Should you consider making after-tax contributions to an IRA? Anyone with an income can make non-deductible contributions to an IRA up to the annual limits. While these after-tax, non-Roth savings […]

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Tax-Efficient Funds Don't Belong in Your IRA

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

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5 Health Insurance Options For Early Retirees

What options do early retirees have to obtain health insurance coverage before they reach age 65 and can enroll in Medicare? Estimating health care costs during retirement is already challenging and […]

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