Wealth management Boston

Wealth Management Insights

Kristin McKenna, CFP® covers a range of financial planning and investing topics with an emphasis on stock options and sudden wealth events.

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Benefits of a living trust
Estate Planning

2 Key Benefits of Living Trusts

With so many misconceptions around trusts, it’s easy to understand the confusion about the benefits of a revocable living trust. A living trust (also called

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Managing sudden wealth
Sudden Wealth

Managing Sudden Wealth

There are many ways individuals become suddenly wealthy. Depending on the nature of the windfall, planning opportunities and considerations will vary. For example, the tax

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