Financial Advisor Insights

Figuring Out What To Do With A Windfall

by Kristin McKenna, CFP® on December 23, 2019 in Investing

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

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Why Teens and Twenty-Somethings Should Consider a Roth IRA

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

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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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Investing Beyond Your 401(k): How To Do It And Why You Should

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

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Is Tax-Loss Harvesting a Good Idea?

Tax-loss harvesting is the process of selling an investment that has lost value in your portfolio to 'realize' the loss for tax purposes. Investors can use this loss to offset taxable capital gains […]

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Investing Outside of a 401(k) or 403(b) Retirement Account

Looking for ways to invest after maxing out a 401(k) or retirement plan at work is wise, especially considering contributions to retirement accounts may not be enough to fully fund the lifestyle you […]

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Tax-Efficient Funds Don't Belong in Your IRA

This article was originally published by Darrow advisor Kristin McKenna, CFP® 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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5 Ways to Minimize Tax on Your Investments

As the saying goes, nothing is certain but death and taxes. Though it's hard to argue with the truth, there are often ways improve your situation. Reducing your tax liability can be challenging, but […]

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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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