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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Charitable giving

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

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Sudden Wealth Financial Advisor Invest a Windfall
Bonds

9 Charts Every Investor Should See

Investing during periods of volatility can be difficult, especially when markets seem arbitrary. Gaining a historical perspective can help expectations for investors and reframe events

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How do bonds work?
Bonds

Should You Buy Treasuries?

With interest rates going up, Americans are rushing into U.S. Treasuries at a record pace. Wondering if you should buy Treasury notes or bills in

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