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 […]
6 Retirement Planning Mistakes
by
Kristin McKenna, CFP®
on
October
01,
2019
in
Financial Planning,
Retirement Planning,
Infographics,
Updated for 2020
What New Business Owners Need to Know Before Starting a Company
by
Kristin McKenna, CFP®
on
September
24,
2019
in
Financial Planning,
Business owners
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 […]
Is Your 401(k) Contribution Strategy Costing You Money?
by
Kristin McKenna, CFP®
on
September
17,
2019
in
Financial Planning,
Retirement Planning,
Employee benefits,
401(k) Plans
This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.
You Probably Don't Need Life Insurance Forever
by
Kristin McKenna, CFP®
on
September
10,
2019
in
Estate planning,
Insurance,
Wealth and Family,
Financial Planning for Couples
This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.
5 Reasons You Shouldn't Make Non-Deductible IRA Contributions
by
Kristin McKenna, CFP®
on
September
03,
2019
in
tax planning,
Retirement Planning,
Infographics,
Traditional IRA,
Updated for 2020
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 […]
Tax-Efficient Funds Don't Belong in Your IRA
by
Kristin McKenna, CFP®
on
August
27,
2019
in
tax planning,
Retirement Planning,
IRA Rollover,
Investing,
SEP IRA,
Roth IRA,
Traditional IRA
This article was originally published by Darrow advisor Kristin McKenna, CFP® by Forbes.
5 Health Insurance Options For Early Retirees
by
Darrow Wealth
on
August
20,
2019
in
Health Insurance,
Early Retirement,
Medicare
What options do early retirees have to obtain health insurance coverage before they reach age 65 and can enroll in Medicare? Estimating health care costs during retirement is already challenging and […]
You'd Hire a Pro for a Home Renovation, So Why 'DIY' with Your Life Savings?
by
Kristin McKenna, CFP®
on
August
13,
2019
in
Financial Planning,
Choosing a financial advisor,
Investing,
Building Wealth
This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.
Should You Sell Stock Options After The IPO Lockup Period?
by
Kristin McKenna, CFP®
on
August
06,
2019
in
Stock options,
Financial Planning,
ISOs,
RSUs,
NQSOs,
Restricted Stock Awards
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 […]
5 Ways to Minimize Tax on Your Investments
by
Kristin McKenna, CFP®
on
July
31,
2019
in
Charitable giving,
tax planning,
Infographics,
Investing
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 […]
