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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Managing sudden wealth
Sudden Wealth

4 Key Steps in 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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Fiduciary money manager

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

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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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