Financial Advisor Insights

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

The IRS has released the 2020 contribution limits for retirement plans and other cost-of-living adjustments. 

Revocable or living trusts play an important role in many estate plans. Married couples utilizing trusts in their estate plan will need to consider whether it's best to set up joint or separate […]

WeWork (now called The We Company) was just steps from a historic initial public offering when mounting concerns over the company's rampant spending, erratic behavior by then-CEO Adam Neumann, and […]

What is a revocable living trust?

A revocable trust (also called a living trust) is "funded" during your lifetime and becomes irrevocable at your death. Funding a trust means retitling assets in the […]

Tax-loss harvesting is the process of selling an investment that has lost value in your portfolio to 'realize' the loss for tax purposes. Investors can use this loss to offset taxable capital gains […]

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 […]

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 […]

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

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 […]