Financial Advisor Insights

The End of the Stretch IRA and What it Means for Your Estate Plan

The Secure Act became law on December 20th, 2019, bringing the most significant changes to the retirement system in over a decade. Among the changes is the end of the so-called 'Stretch IRA' which […]

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Retirement Plans for Small Business Owners with Employees

Small businesses with employees who want to offer a retirement plan will have several options including a traditional 401(k) plan, SIMPLE 401(k), SIMPLE IRA, and SEP IRA. The best option will depend […]

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Figuring Out What To Do With A Windfall

by Kristin McKenna, CFP® on December 23, 2019 in Investing

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

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The Secure Act Means Major Changes to the Retirement System

The Secure Act was signed into law on December 20th, 2019, solidifying the most significant changes to the retirement system in over a decade. Though clarification on some of the finer points of the […]

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Why Teens and Twenty-Somethings Should Consider a Roth IRA

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

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5 Common and Costly Financial Mistakes Investors Make

The saying You Don't Know What You Don't Know can be applied to many topics, especially personal finance. Investors managing their own finances or working with a financial advisor who isn't a […]

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Investing Beyond Your 401(k): How To Do It And Why You Should

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

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Good Debt vs Bad Debt

by Kristin McKenna, CFP® on November 26, 2019 in Budgeting, Debt Management

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

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The True Cost of Financial Advice May Be Less Than You Think

The cheapest option today can become the most expensive in the long run

Not seeking advice from a CERTIFIED FINANCIAL PLANNERprofessional only because of the cost may be short-sighted. Some retail […]

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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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