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

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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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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You'd Hire a Pro for a Home Renovation, So Why 'DIY' with Your Life Savings?

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

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Should You Sell Stock Options After The IPO Lockup Period?

Working for a company as it goes public can be a very exciting and rewarding experience. If you have stock options, restricted stock awards, or restricted stock units, an IPO means there will soon be […]

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5 Ways to Minimize Tax on Your Investments

As the saying goes, nothing is certain but death and taxes. Though it's hard to argue with the truth, there are often ways improve your situation. Reducing your tax liability can be challenging, but […]

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