Wealth Management Insights
Financial planning and investing insights from Kristin McKenna, CFP®. Resources from a sudden wealth advisor to start planning for your liquidity event, equity in an IPO, business sale, or inheritance.
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Can You Live Off Dividends In Retirement?
The idea of living off dividends in retirement sounds nice, but investors often don’t realize how much money they’ll need invested to generate enough income
Exercising Stock Options
What does it mean to exercise stock options and when is the best time to exercise options? With stock options, employees have the right (not
7 Ways to Buy a New Home Before Selling Your Current House
Can I buy another house before I sell mine? Because who wants to move twice? To buy a new house while selling yours (or selling
What’s The Best Thing To Do With A Large Inheritance?
Updated in 2026. After receiving a large inheritance from a loved one, you may wonder: what’s the best thing to do with it? As you
How to Find a Fiduciary Financial Advisor
Looking to find fiduciary financial advisors and wealth managers? Only fiduciary financial advisors are legally bound to act in your best interest at all times.
How Often Should You Rebalance Your 401(k)?
Rebalancing your 401(k) and investment portfolio is an important part of a successful investment strategy. Your asset allocation is the percentage of your portfolio that
What To Do With The Money From The Sale Of Your Business
After selling a business, take your time with big decisions and know your after-tax proceeds before doing anything. This is where the 90 day post-liquidity
What Happens to Your Stock When a Company is Bought?
When a company buys another company, what can happen to your stock depends on several factors, including if you own stock outright or vested/unvested stock
Should I Put My Assets in a Trust? Top 3 Benefits of Living Trusts
What is a living trust? A revocable trust is “funded” during your lifetime. The trust becomes irrevocable when the grantor dies. Funding a trust means
Stock Market Performance by President (in Charts)
How does the stock market perform when Republicans or Democrats have control of Congress vs when it’s mixed? What are the average Although volatility is
What to Do When a Parent Dies and You’re the Executor
Losing a parent is emotional. It can also be overwhelming for adult children when they’re the executor of the estate. Settling an estate is a
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
Selling a Business? Brokers Share Tips on How to Maximize the Sale Price
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
What To Do After The Death Of A Spouse
A spouse’s death is an overwhelming and emotional experience. While it’s possible to organize financial documents ahead of time, there’s no way to truly prepare.
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
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
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
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