Financial Advisor Insights

Kristin McKenna, CFP®

Kristin McKenna is a wealth advisor and CERTIFIED FINANCIAL PLANNER™ professional. Kristin is a contributor to Forbes and has also been published by U.S. News & World Report, TheStreet, Business Insider, and the National Association of Personal Financial Advisors Magazine, with quotes in Huffpost, and Golf Magazine, among others. She holds an MBA in finance from Northeastern University.
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Recent Posts

What to Look for When Buying a Home for Retirement

There are plenty of ways to buy a home, but for many pre-retirees, it may be a good idea to wait until you’re much closer to retirement to begin seriously searching for a retirement home. By waiting, […]

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Want to Leave Your Kids an Inheritance? They May Only Have 10 Years to Take it.

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

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3 Key Money Moves For Anyone Starting A New Job

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

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Kristin McKenna On the SECURE Act - Sirius Business Radio Interview

by Kristin McKenna, CFP® on January 24, 2020 in Secure Act

Darrow Wealth advisor Kristin McKenna, CFP®  talks to Your Money host Kent Smetters about the SECURE Act on Sirius Business Radio. 

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Should You Start a 529 College Savings Plan Before You Have Kids?

Couples with strong cash flows may be eager to start planning for the future. With extra cash laying around, some investors may decide to start a 529 college savings plan for their kids - before […]

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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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Options for an Inherited IRA

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