Financial Advisor Insights

Do I Need a Trust If I Have a Will?

A will and a trust are two different estate planning tools. Consider a will like a high-level set of instructions to be used after you pass away. You generally use a will to name the executor of your […]

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Can Investment Losses Reduce Your Tax Bill?

Tax-loss harvesting is the process of selling an investment at a loss to offset other gains or carry the loss forward to future years. It's the ultimate silver lining: using the recent losses in your […]

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With Mortgage Rates So Low, Is Now a Good Time to Refinance?

With 30-year fixed mortgage rates currently averaging around 3.50%, it might make sense for homeowners to consider refinancing. Depending on several factors, such as your current interest rate and […]

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2 Big Myths About Being a Landlord

Real estate is perhaps the most emotionally charged investment there is. Particularly when buying a home, investors are far more inclined to let emotions drive the decision, opposed to the […]

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How Much Can You Save By Refinancing Your Mortgage?

Mortgage rates are currently very low - the average 30-year mortgage is now 3.50%. Accordingly, it might make sense for homeowners to consider refinancing. This article will explore much can […]

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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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The End of the Stretch IRA and What it Means for Your Estate Plan

The Secure Act became law on December 20th, 2019, bringing the most significant changes to the retirement system in over a decade. Among the changes is the end of the so-called 'Stretch IRA' which […]

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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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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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