Given today’s ultra-low interest rate environment, there’s a unique opportunity for some professionals to refinance their student loans. Since doctors and dentists have some of the largest […]
Should Doctors and Dentists Refinance Their Student Loans?
by
Kristin McKenna, CFP®
on
March
23,
2020
in
Interest rates,
Student Loans,
Doctors,
Dentists
Should You Keep Investing Through a Recession?
by
Kristin McKenna, CFP®
on
March
22,
2020
in
Asset Management,
Current events,
Retirement Planning,
Investing,
Diversification,
Managing Risk,
Building Wealth,
Cash Management,
Early Retirement,
Brokerage Account
There's a lot we know about the current state of the stock market, but we can only make an educated guess as to where the economy goes from here. Both are sobering to think about. As of the writing […]
The U.S. is in a Bear Market. There Could be a Recession. But This Isn't 2008.
by
Kristin McKenna, CFP®
on
March
21,
2020
in
Asset Management,
Current events,
Investing,
Managing Risk
Are We Headed For Another Financial Crisis?
It happened on March 11th: after 11 years, the S&P 500 once again entered a bear market. Defined as a decline of 20% or more from recent highs, this is the […]
The Next Big Retirement Threat - Keeping Your Job Past 50
by
Kristin McKenna, CFP®
on
March
19,
2020
in
Retirement Planning
This article was written by Darrow Advisor Kristin McKenna, CFP® and originally appeared on Forbes.
A study from the Urban Institute tracked over 20,000 adults over age 51 between 1992 and 2016 to […]
2 Big Myths About Being a Landlord
by
Kristin McKenna, CFP®
on
March
17,
2020
in
Real estate,
Updated for 2020
Real estate is perhaps the most emotionally charged investment there is. Particularly when buying a home, investors are far more inclined to let emotions drive the decision, opposed to the […]
Should You Go To Cash Until The Market Recovers Or Ride It Out?
by
Kristin McKenna, CFP®
on
March
15,
2020
in
Asset Management,
Current events,
Asset Protection,
Investing,
Diversification,
Managing Risk,
Cash Management
When the stock market is in turmoil, many investors are tempted to go to cash and wait for the dust to settle before getting back in. One of the issues here is how to time your exit and entry—unlike […]
Small Business Owners: There's Still Time to Save on Taxes (and for Retirement) with a SEP IRA
by
Kristin McKenna, CFP®
on
March
12,
2020
in
Tax planning,
Retirement Planning,
Business owners,
SEP IRA
Update: The IRS has delayed the 2019 tax filing deadline until July 15th, 2020. Accordingly, the latest date to fund a SEP IRA for the 2019 tax year is July 15, 2020.
A SEP IRA offers business owners […]
During Times of Market Volatility, Focus on What You Can Control
by
Kristin McKenna, CFP®
on
March
11,
2020
in
Asset Management,
Investing,
Diversification,
Managing Risk
Amidst the vast uncertainty in the markets right now, it’s more important than ever for investors to understand the benefits—and limitations—of diversification. Having the right investment mix for […]
Why You Need To Be Financially Prepared For An Unexpected Job Loss
by
Kristin McKenna, CFP®
on
March
10,
2020
in
Financial Planning,
Employee benefits,
Job Transition,
Cash Management
The economy has been booming since the financial crisis but that doesn't mean tougher times are a thing of the past. Aside from broad economic conditions in America which impact hiring or layoffs for […]
Is It Just a Myth That Real Estate is a Better Investment Than Stocks?
by
Kristin McKenna, CFP®
on
March
05,
2020
in
Real estate,
Investing
Owning real estate can certainly pay off, but to say it’s unequivocally a better investment than putting money in the financial markets is short-sighted. Over the years I’ve spoken with numerous […]
