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 […]

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5 Strategies to Reduce Tax This Year

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

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New IRS Contribution Limits for 2020

The IRS has released the 2020 contribution limits for retirement plans and other cost-of-living adjustments. 

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It’s Time For Year-End Financial Planning

by Kristin McKenna, CFP® on October 02, 2019 in Financial Planning

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

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6 Retirement Planning Mistakes

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 […]

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What New Business Owners Need to Know Before Starting a Company

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 […]

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

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

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You'd Hire a Pro for a Home Renovation, So Why 'DIY' with Your Life Savings?

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

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Should You Sell Stock Options After The IPO Lockup Period?

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 […]

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Should You Make Non-Deductible Contributions to an IRA?

Most high-income individuals are unable to make tax-deductible contributions to a traditional IRA due to IRS limits, yet their earnings level may allow the capacity to save more after maxing out a […]

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