Financial Advisor Insights

Should You Take a Pension or a Lump Sum?

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 […]

Continue Reading

What Happens to Stock Options After a Failed 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 […]

Continue Reading

Is Your 401(k) Contribution Strategy Costing You Money?

This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.

Continue Reading

What Are Your Employee Benefits Worth? Depends What Choices You Make.

Benefit programs at work can offer employees and executives significant wealth-building tools. Unfortunately, individuals don't always know they can or should participate and sometimes the complex […]

Continue Reading

5 Financial Tasks to Prioritize in the New Year

There's truly no better time than the present to get your finances set up for the New Year. Unfortunately, for many busy professionals, there just isn't enough time in the day to tackle seemingly […]

Continue Reading

Essential Money Moves for Professionals Transitioning to a New Job

A new job can be exciting: a fresh start, new title, and (hopefully) more money. But changing jobs also means navigating a new retirement plan and benefit package as well as tying up loose financial […]

Continue Reading

What Happens to Stock Options if I Leave the Company?

It's common for employees to move around, especially in tech and biotech. Before signing a new offer letter, make sure to understand what could happen to your stock options, restricted stock units, […]

Continue Reading

What's the Difference Between a 401(k) and 403(b)?

How is a 403(b) different from a 401(k)?

(Updated for 2019). Although 401(k) and 403(b) retirement plans are very similar, there are some key differences between the two. If you recently changed jobs […]

Continue Reading

Retirement Planning with a 403(b)

Although the 401(k) retirement plan is more common, many Americans have access to a similar employer-sponsored retirement plan called a 403(b) plan. 403(b) plans are generally used for nonprofit […]

Continue Reading

Beware of the Deferred Compensation Plan

A nonqualified deferred compensation plan (NQDC) allows executives to defer income until a later date, therefore avoiding paying income tax until the money is paid out. While the cash is in "deferral […]

Continue Reading
New call-to-action

Popular Articles

Boston Wealth Management