Financial Advisor Insights

Retirement Planning Strategies for Single Women

Single and unmarried individuals may be accustomed to being completely self-reliant, but when it comes to saving for retirement, it may take some extra planning to stay on track. Unfortunately, most […]

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The Best Ways to Build Wealth

What are the best strategies to build wealth and a comfortable lifestyle for you and your loved ones? The answer isn't sexy or complicated. The best way to build wealth and create financial security […]

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4 Financial Tasks Every Parent Should Complete

Financial planning is an important step for couples and families, but often tasks get put on the back burner as life gets busy. These are the top 4 most important money and financial tasks that […]

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The Mistake 85% of Americans May Be Making with Their Retirement Savings

In 2015, an estimated 54 million Americans were actively participating in a 401(k) plan at work. However, according to a 2014 study by Aon Hewett, only 15% of them had rebalanced their portfolio. Why […]

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Year-end Financial Checklist

by Kristin McFarland, CFP® on November 14, 2017 in Financial Planning

The end of the year is a busy time for most people. Unfortunately, it is usually also the last opportunity to make financial moves that will count towards the current year. Depending on your […]

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5 Do's and Don'ts of Investing in Real Estate

by Kristin McFarland, CFP® on November 07, 2017 in Real estate, Investing

This article was originally published on U.S. News by Kristin McFarland, Wealth Advisor at Darrow Wealth Management.

Owning real property is a goal for many investors. When done properly, investing  […]

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Incentive Stock Options vs Non-Qualified Stock Options

What's the difference between ISOs and NSOs? Although there are some key differences to be aware of, non-qualified and incentive stock options also have a lot in common. For employees, stock options […]

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New IRS Contribution Limits for 2018

The IRS has released the 2018 contribution limits. There are numerous cost of living adjustments to make note of. 

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The 4 Biggest Money Mistakes New Parents Make and How to Financially Prepare for a Baby

New parents and expecting couples undoubtedly have a lot on their mind. In all likelihood, the costs of raising a child and how to financially prepare for a baby are two of them. These financial […]

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SEP IRA vs Solo 401(k)

Updated for 2018. Self-employed business owners have a few options when it comes to saving for retirement. The most common retirement plans for small business owners are the SEP IRA and Solo 401(k), […]

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