The saying You Don't Know What You Don't Know can be applied to many topics, especially personal finance. Investors managing their own finances or working with a financial advisor who isn't a […]
5 Common and Costly Financial Mistakes Investors Make
by
Kristin McKenna, CFP®
on
December
10,
2019
in
Financial Planning,
Estate planning,
Choosing a financial advisor,
Investing,
Diversification
Investing Beyond Your 401(k): How To Do It And Why You Should
by
Kristin McKenna, CFP®
on
December
03,
2019
in
Retirement Planning,
Investing,
Cash Management
This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.
Good Debt vs Bad Debt
by
Kristin McKenna, CFP®
on
November
26,
2019
in
Budgeting,
Debt Management
This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.
The True Cost of Financial Advice May Be Less Than You Think
by
Kristin McKenna, CFP®
on
November
19,
2019
in
Boston financial advisor,
Choosing a financial advisor,
Building Wealth
The cheapest option today can become the most expensive in the long run
Not seeking advice from a CERTIFIED FINANCIAL PLANNER™ professional only because of the cost may be short-sighted. Some retail […]
Should You Take a Pension or a Lump Sum?
by
Kristin McKenna, CFP®
on
November
12,
2019
in
Financial Planning,
Retirement Planning,
Employee benefits,
Financial Planning for Couples,
Updated for 2020,
Pension,
Secure Act
Deciding between a lump sum or receiving pension benefits monthly requires careful planning and consideration. Though your personal situation and circumstance will always be the most important factor […]
5 Strategies to Reduce Tax This Year
by
Kristin McKenna, CFP®
on
November
07,
2019
in
tax planning,
Financial Planning
This article was originally published by Darrow advisor Kristin McKenna, CFP® on Forbes.
New IRS Contribution Limits for 2020
by
Kristin McKenna, CFP®
on
November
06,
2019
in
tax planning,
Financial Planning,
Retirement Planning,
Updated for 2020
The IRS has released the 2020 contribution limits for retirement plans and other cost-of-living adjustments.
Should Married Couples Use Joint or Separate Trusts?
by
Kristin McKenna, CFP®
on
November
05,
2019
in
Estate planning,
Trusts,
Updated for 2020,
Secure Act
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 […]
What Happens to Stock Options After a Failed IPO?
by
Kristin McKenna, CFP®
on
October
30,
2019
in
Stock options,
Employee benefits,
IPO
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 […]
Why Put Assets in a Living Trust?
by
Kristin McKenna, CFP®
on
October
29,
2019
in
Estate planning,
Trusts,
Updated for 2020
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 […]
