Using a Securities-Backed Line of Credit to Buy a Home
A securities-backed line of credit is like a home equity line of credit in many ways, though with this type of loan, the collateral is
Kristin McKenna, CFP® is frequently published in the national news media. She’s a Senior Contributor at Forbes and has been published by U.S. News & World Report, TheStreet, Business Insider, and the National Association of Personal Financial Advisors Magazine, with quotes in Bloomberg, Kiplinger, MarketWatch, GOLF Magazine, and Huffpost, among others. Kristin has also been invited to be a panelist for several events around stock option financial planning.
A securities-backed line of credit is like a home equity line of credit in many ways, though with this type of loan, the collateral is
The sale of a business marks a major life event. It’s emotional, stressful, and exciting all at the same time. And unfortunately, it’s often a
There are many financial planning considerations before, during, and after a divorce. A key part of the process from a financial standpoint is dividing the
Working for a startup can pay off big financially, but a lot must go right along the way. If you are considering taking a job
The Secure Act 2.0 was signed into law December 29th, 2022, bringing more major changes to tax law. Among the most notable changes include a
Updated for 2023. Planning can help optimize annual required minimum distributions depending on your goals and cash flow needs. After the passing of Secure Act
Updated for 2024. Anyone with earned income can make a non-deductible (after tax) contribution to an IRA and benefit from tax-deferred growth. But it may
This article was written by Darrow advisor Kristin McKenna, CFP® and originally published by Forbes.
There’s plenty for investors to worry about when their financial livelihood is on the line. When planning for major financial decisions such as retirement, individuals