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 Happens If There's A Market Downturn at the Onset of Retirement?

Timing is everything. Unfortunately, it likely isn't possible to un-do a decision to retire if the market takes a dive shortly thereafter. We all know the financial markets can be volatile, and ups […]

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Which Charitable Giving Strategies Offer the Best Tax Benefits?

For those who are charitably inclined, changes to the tax code that went into effect in 2018 may require adjustments to your previous strategy to receive financial benefits from your planned giving. […]

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6 Reasons to Take Your Old 401(k)

Why do individuals leave their retirement plan behind when switching jobs? In most situations, it is for one of two reasons: they didn't know what their options were or they never got around to […]

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5 Financial Tasks to Prioritize in the New Year

There's truly no better time than the present to get your finances set up for the New Year. Unfortunately, for many busy professionals, there just isn't enough time in the day to tackle seemingly […]

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3 Reasons Investors Shouldn't Leave the Old 401(k) Behind

This article was originally published on U.S. News by Kristin McFarland, Wealth Advisor at Darrow Wealth Management.

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4 Year-End Financial Moves You Haven't Thought Of

by Kristin McKenna, CFP® on December 04, 2018 in Financial Planning

The end of the year is always a busy time, but it's often the last chance to ensure money-moves will count towards the current tax year. If you've been slow to tackle your financial to-do list this […]

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Social Security Strategies for Married Couples with Unequal Incomes

It isn't always advantageous to wait until age 70 to file for Social Security benefits, especially when one spouse is the primary breadwinner and both spouses are eligible for benefits on their own […]

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The Truth About Market Timing

by Kristin McKenna, CFP® on November 13, 2018 in Infographics, Investing

The debate about whether investors can regularly 'beat' the market by timing when to buy and sell is not new. At the most basic level, individual and institutional investors have the same goal: to […]

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New IRS Contribution Limits for 2019

The IRS has released the 2019 cost-of-living adjustments, resulting in widespread increases to annual deferral limits - including the IRA, which previously hadn't changed since 2013. Short on time […]

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Infographic: Impact on Social Security Benefits by Age Claimed

When to take Social Security benefits is a decision every retiree or pre-retiree will ultimately face. Some situations are easier to navigate than others. For example, with a cash shortfall and no […]

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