Financial Advisor Insights

How to Prepare Your Finances for a Recession or Prolonged Market Downturn

Getting your finances in order for an extended period of economic difficulty or losses in the stock market will depend on your life stage and financial situation. The coronavirus outbreak has already […]

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You Shouldn't Be Too Happy About Getting a Big Tax Refund

A tax refund isn’t free money. It’s also not a good indication of whether you paid more or less in taxes compared to the year prior: income, life events, financial circumstances—even tax law—can […]

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Why You Need To Be Financially Prepared For An Unexpected Job Loss

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 […]

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The Secure Act Means Major Changes to the Retirement System

The Secure Act was signed into law on December 20th, 2019, solidifying the most significant changes to the retirement system in over a decade. Though clarification on some of the finer points of the […]

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5 Common and Costly Financial Mistakes Investors Make

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 […]

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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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