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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Should You Keep Investing Through a Recession?

There's a lot we know about the current state of the stock market, but we can only make an educated guess as to where the economy goes from here. Both are sobering to think about. As of the writing […]

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The Next Big Retirement Threat - Keeping Your Job Past 50

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

A study from the Urban Institute tracked over 20,000 adults over age 51 between 1992 and 2016 to […]

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Small Business Owners: There's Still Time to Save on Taxes (and for Retirement) with a SEP IRA

Update: The IRS has delayed the 2019 tax filing deadline until July 15th, 2020. Accordingly, the latest date to fund a SEP IRA for the 2019 tax year is July 15, 2020.

A SEP IRA offers business owners […]

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Should You Buy Your Retirement Home Before You Retire?

This article was written by Darrow advisor Kristin McKenna, CFP® and originally appeared on Forbes

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You Can Now Take Required Minimum Distributions At 72. But Should You?

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

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What to Look for When Buying a Home for Retirement

There are plenty of ways to buy a home, but for many pre-retirees, it may be a good idea to wait until you’re much closer to retirement to begin seriously searching for a retirement home. By waiting, […]

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Want to Leave Your Kids an Inheritance? They May Only Have 10 Years to Take it.

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

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Retirement Plans for Small Business Owners with Employees

Small businesses with employees who want to offer a retirement plan will have several options including a traditional 401(k) plan, SIMPLE 401(k), SIMPLE IRA, and SEP IRA. The best option will depend […]

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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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