Financial Advisor Insights

What to Do After Receiving an Inheritance

If a loved one has passed and you're expecting to receive an inheritance, you may have a number of questions about the process; such as is an inheritance taxable and what to do after receiving an […]

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How Self-Employed Business Owners Can Save for Retirement with a SEP IRA

by Darrow on May 09, 2017 in Retirement Planning, Business owners

The Simplified Employee Pension (SEP IRA) is a type of a Traditional IRA typically adopted by small business owners (sole proprietors, partnerships, C and S corporations), and the […]

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What Should You Do with a Windfall?

Wondering what to do with a windfall? Perhaps you have received an inheritance or experienced a liquidity event from company stock. Now you need to know how to use the proceeds to maximize the […]

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Does an Inheritance Go Through Probate?

by Darrow on April 25, 2017 in Estate planning, Inheritance

What is probate and why should you try to avoid it? Whether an inheritance will go through probate or bypass the process will depend on the type of asset - not whether the decedent had a will. Having […]

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How is an Inheritance Taxed?

by Darrow on April 18, 2017 in Tax & Estate Planning, Inheritance

If you’re receiving an inheritance you may be wondering how it will be taxed. The answer will ultimately depend on a number of factors, such as the type of inheritance you are receiving (real estate, […]

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How Much Money Should I Have in Employer Stock?

It is not uncommon for employees with stock options or equity based compensation to hold too much employer stock. Employees don’t often realize how much of their financial future is tied to their […]

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5 of the Biggest Risks Facing Investors

by Darrow on April 04, 2017 in Investing

This article was originally published on U.S. News by Darrow Wealth Management advisor Kristin McFarland, CFP®

When it comes to managing your investments, there can be a lot of factors to consider. […]

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Can I Contribute to More Than One Employer-Sponsored Retirement Plan?

by Darrow on March 29, 2017 in Retirement Planning, Business owners

Can I contribute to more than one retirement plan? This is a common question for individuals that are not employed full-time in their business – independent consulting is a common example. If you are […]

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Are You Holding Employer Stock in Your Retirement Plan?

Investing your 401(k) in company stock can be quite risky. Although companies are scaling back on the practice, there are still many big U.S. firms that allow participants to buy employer stock in […]

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How Incentive Stock Options are Taxed

by Darrow on March 01, 2017 in Stock options, ISOs, Infographics

If you have incentive stock options (ISOs) it is important to understand how your equity compensation will be taxed. Holding ISOs through the end of the calendar year in which you exercised the […]

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