Financial Planning for a Divorce
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
Category: Forbes
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.
Market Outlook: 3 Reasons Long-Term Investors Should Be Optimistic
It seems like bad news is inescapable these days. For much of last year, even good news about the economy was bad news for markets.
How to Negotiate Equity in a Private Company or Startup
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
You Shouldn’t Always Delay IRA Distributions
The Secure Act 2.0 just upended retirement planning…again. The age when retirees must begin drawing from non-Roth retirement accounts increases to 73 in 2023, then
5 Big Changes to Roth Accounts in Secure Act 2.0
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
Secure Act 2.0 to Bring Sweeping Changes to Retirement Rules
Congress is once again poised to make sweeping changes to the retirement and tax rules in the last two weeks of the year. The Secure
Donating Stock to Charity
Donating appreciated stock to charity can be a great way to give back and reduce your tax bill. Taxpayers who itemize get a tax deduction
Avoid Self-Inflicted Losses in a Down Market
Declines in the financial markets are an uncomfortable part of investing. Taking steps to plan ahead of a market decline is best, though what you
The Best Way to Take Required Minimum Distributions (RMDs)
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
What to Do With Cash When Interest Rates Rise
Good news is hard to find in the financial markets this year. But there is one silver lining: cash is worth something again. So if