Wealth management Boston

National News Media: Kristin McKenna, CFP®

Quoted in the News

You could ‘miss the opportunity’ with company stock, experts say. Here are the key things to know (CNBC)

Employee stock purchase plans offer ‘free money’ — but also carry complexity and risk, experts say (CNBC)

Should You Invest in Reddit After 48% Pop? (Bloomberg)

NextEra workers roll the dice with big bet on company stock (Reuters)

Bloomberg Wealth: How to Invest in an IPO (Bloomberg)

Massachusetts tax could hit one-off millionaires but advisors keep levy in perspective (InvestmentNews)

Navigating Retirement Savings Options (BioSpace)

I’m about to get $130,000 from a lump-sum pension payout, but I don’t know what to do with it (MarketWatch)

Soon you’ll be able to rollover leftover 529 funds into a Roth IRA (Fortune)

Twitter Employees Laid Off Before Nov. 1 Could Miss Out on Stock Compensation (Observer)

Wealth Management for Tech Managers (ChannelPro Network)

This Could Be a Good Time for Employees to Exercise Stock Options. Here’s Why. (Barron’s)

Does Your Client Need Emergency Cash? Here Are Some Options (Financial Advisor Magazine)

Employee stock purchase plans can carry ‘a big risk,’ says advisor. What to know before buying in (CNBC)

Market downturn shines new light on pros and cons of stock options (InvestmentNews)

Here’s when tax-loss harvesting makes sense … and when it doesn’t (CNBC)

Understanding your first paycheck (and why it’s so much smaller than you thought) (CNBC)

What to do if your company stock options are underwater (CNBC)

Here are 4 big tax mistakes to avoid after stock option moves (CNBC)

I asked financial advisors to share 3 things I should do with my investments before the end of the year (Business Insider)

Lower Taxes on Required Minimum Distributions (Kiplinger)

You’ve just come into a pile of money, so why are you feeling so anxious? (MarketWatch)

What to know before making these year-end stock options moves (CNBC)

Stock Options & RSUs From Startup To IPO Or Acquisition: 5 Key Points From Top Financial Advisors (Forbes)

How Much Does Private School Cost? (US News)

Yes, You Can Have Too Much Cash (Kiplinger)

These Secure Act 2.0 Rules Leave Ed Slott, Advisors Puzzled (ThinkAdvisor)

“Financial literacy is a 21st century survival skill.” (Advisors Magazine)

Saving Up for a House? How to Avoid Holiday Debt This Year (Redfin)

401(k) Plans No Longer Make Much Sense for Savers (TheStreet)

13 Quick Ways To Save Money If You Lost Your Job Due To COVID-19 (HuffPost)

Avoid going overboard on cash withdrawals during coronavirus crisis (Bankrate)

‘Uncharted territory for us all’: Wealth managers explain how they’re calming client freakouts as stocks tank — and in-person hand-holding isn’t an option (Business Insider)

How Financial Advisers are Helping Clients Through the Virus Crisis (Bloomberg)

The stock market’s plunging. The economy feels shaky. What do I do? (The Boston Globe)

Americans spend 7,000% more time watching TV than they do on their finances (MarketWatch)

It costs retirees $100,000 a year to live in these 4 cities (MarketWatch)

Diversification is About More Than Stocks and Bonds (TheStreet)

Retirement Saving Should Take Priority Over Paying For Kids’ College (TheStreet)

Even High-Income People Overspend (TheStreet)

10 Ways To Save Money That Take An Hour Or Less (Huffpost)

9 expert tips on how to improve your game without breaking the bank (Golf Magazine; Golf.com )

7 Ways to Stop Losing Sleep Over Money Worries (Forbes)

6 Downsizing Myths to be Aware of in Retirement  (U.S. News & World Report)

How Much Is Too Much To Put In A Savings Account? (Bankrate.com)

Ask the Experts: Unsustainable Credit Behavior (WalletHub)

Best Decision You Ever Made: Paying Off Your Mortgage? (TheStreet)

Investing in Your Mortgage Can Pay (U.S. News & World Report)

It’s war! Online banks are battling to offer the best rates on savings accounts (Bankrate.com)

Jean Chatzky: How to invest in real estate (Bankrate.com)

Interviews and Speaking Engagements

Panelist: Keeping Clients Happy While You Transition Your Practice at the 2024 Exit Planning Exchange Boston Annual Summit

Panelist: Stock Comp Financial Planning For Private Company Employees: From Startup To IPO Or Acquisition presented by MyStockOptions.com

Panelist: Stock Comp Financial Planning For Private Company Employees: From Startup To IPO Or Acquisition presented by MyStockOptions.com

Do you sometimes wonder, what is the stock market thinking? (NPR Marketplace)

Sirius Radio Interview: The Secure Act (Kent On Money)

Speaker: Conference on Financial Planning for Public Company Executives & Directors presented by MyStockOptions.com

Podcast Interview: Restricted Stock Units After An Acquisition: Know What Could Happen (MyStockOptions.com Podcast)

Contributor Articles

Major Tax Changes Are Coming In 2026. Are You Ready? (Forbes)

What Should Investors Expect From The Market This Election Cycle? (Forbes)

How Much Should Parents Contribute To College? (Forbes)

The Growing Appeal of Semi-Retirement (Forbes)

Using A Securities-Backed Line Of Credit To Buy A Home (Forbes)

4 Ways To Manage A Concentrated Stock Position (Forbes)

2 Key Benefits of Living Trusts (Forbes)

Make a Mark with These Financial Gift Ideas (Forbes)

Is Retirement a Good Time for Roth Conversions? (Forbes)

Deciding What To Do When You Inherit A House (Forbes)

Starting A Home Renovation? Don’t Ignore These Key Insurance Risks (Forbes)

Selling A Business? Brokers Share Tips On How To Maximize The Sale Price (Forbes)

Planning To Retire Early? Now You Need To Figure Out What To Do Next. (Forbes)

Beneficiaries Of Inherited IRAs Get More RMD Relief — For Now (Forbes)

What To Do After The Death Of A Spouse (Forbes)

Financial Planning for a Divorce (Forbes)

Market Outlook: 3 Reasons Long-Term Investors Should Be Optimistic (Forbes)

How To Negotiate Equity In A Private Company Or Startup (Forbes)

You Shouldn’t Always Delay IRA Distributions (Forbes)

5 Big Changes To Roth Accounts In Secure Act 2.0 (Forbes)

Secure Act 2.0 To Bring Sweeping Changes To Retirement Rules (Forbes)

Donating Stock to Charity (Forbes)

How To Avoid Self-Inflicted Losses In A Down Market (Forbes)

The Best Way To Take Required Minimum Distributions (RMDs) (Forbes)

What To Do With Your Cash Now That Interest Rates Are Rising (Forbes)

Should You Pay Off Your Mortgage Before Retirement? (Forbes)

9 Charts Every Investor Should See (Forbes)

IRS Wants To Change The Inherited IRA Distribution Rules (Forbes)

Developing An Exit Strategy For Employee Stock Options In A Down Market (Forbes)

Reasons To Include International Investments In Your Portfolio (Forbes)

Considering An Adjustable Rate Mortgage (ARM) When Rates Rise (Forbes)

When Will Inflation Return To Normal? It Might Be A While. (Forbes)

How Stocks Perform Before, During, And After Recessions May Surprise You (Forbes)

3 Biggest Mistakes Investors Make In Volatile Markets (Forbes)

Why is the Bond Market Down? (Forbes)

How Do Stocks Perform When Interest Rates Rise? (Forbes)

Is $10 Million Enough For A High-Income Retirement? (Forbes)

When to Use Pre-Tax vs Roth 401(k) Contributions (Forbes)

Here’s Why It Might Be A Good Time To Rebalance Your Portfolio (Forbes)

The S&P 500 Is Up 97% Since 2019. What’s The Market Outlook In 2022 And Beyond? (Forbes)

Worried About Taxes Going Up? 9 Ways to Reduce Tax (Forbes)

Should You Change Your Asset Allocation In Retirement? (Forbes)

Net Unrealized Appreciation Rules For Company Stock In A 401(k) (Forbes)

How To Donate Your RMD Using Qualified Charitable Distributions (Forbes)

Here’s When You Need A Financial Plan – And When You Don’t (Forbes)

5 Stock Option Mistakes To Avoid When Your Company Goes Public (Forbes)

Avoid The Double Tax Trap When Making Non-Deductible IRA Contributions (Forbes)

Is Bigger Better? Stocks Tend To Underperform After Joining Top 10 (Forbes)

4 Ways The Secure Act 2.0 Would Change Retirement Planning (Forbes)

How To Sell Your Business: What To Do Before, During, And After The Sale (Forbes)

Trading Vs. Investing: Which Is Better For Long-Term Goals? (Forbes)

Only 27% Of Workers Say They’re On Track For Retirement. Where Do You Stand? (Forbes)

3 Investing Lessons Learned From The 2020 Covid Crash (Forbes)

What Are Negative-Yielding Bonds? What Happens When Yields Go Negative (Forbes)

Are You Saving Too Much For Your Kids’ College? (Forbes)

Manage Your Money Better By Focusing On What You Can Control (Forbes)

How Couples Can Save For Retirement When One Spouse Stays Home (Forbes)

How Does the New President of the United States Affect the Economy and Markets? (RankiaPro Europe – December 2020 Magazine)

If You Inherited A 401(k) From A Parent, Here’s When You Need To Take The Money—And When You Should (Forbes)

Year-End Financial Checklist: 4 Money Moves You Should Prioritize Now (Forbes)

If You Own Too Much Stock In One Company, It’s A Good Time To Consider Diversifying (Forbes)

Putting A Lump Sum Towards Your Mortgage Won’t Lower Your Payment (Forbes)

Here’s How The Stock Market Has Performed Before, During, And After Presidential Elections (Forbes)

Do I Need A Financial Advisor Or Should I Do It Myself? Here’s When It’s Worth It To Get A Financial Advisor. (Forbes)

Is 55 Too Early To Retire? What You Need To Retire Early (Forbes)

Are Target-Date Funds A Good Choice For Your 401(k)? (Forbes)

The True Cost of Lifestyle Inflation (Forbes)

Is Dollar-Cost Averaging In Volatile Markets Better Than Investing A Lump Sum? (Forbes)

Big Tech Stocks Are Worth More Than Ever, But New Lawsuits May Create Problems For Investors (Forbes)

Coronavirus Withdrawals From An IRA Or 401(k): Who Can, And Should, Tap Retirement Accounts? (Forbes)

Here’s How Much Cash You Need In An Emergency Fund, And Where You Should Keep It (Forbes)

5 Explanations For The Disconnect Between The Stock Market And The Economy (Forbes)

Are You Overestimating Your Expenses In Retirement? (Forbes)

Social Security And Recessions: Study Shows How COVID-19 May Impact Your Benefits (Forbes)

Can You Plan For A Stock Market Crash? (Forbes)

What Happens To The Stock Market After A Recession? (Forbes)

Should You Rebalance Your Investments When The Market Is Up Or Down? (Forbes)

Here’s How You’ll Know It’s A Good Time To Invest (Forbes)

The U.S. Is In A Bear Market. There Could Be A Recession. But This Is Not 2008. (Forbes)

Should You Go To Cash Until The Market Recovers Or Ride It Out? (Forbes)

Low Rates Create Big Opportunity To Refinance Student Loans, Particularly For Dentists And Doctors (Forbes)

During Market Volatility, Focus On What You Can Control (Forbes)

With Mortgage Rates So Low, Is Now A Good Time To Refinance? (Forbes)

Do I Need A Trust If I Have A Will? (Forbes)

Small Business Owners: There’s Still Time to Save on Taxes (and for Retirement) with a SEP IRA (Forbes)

Is It Just a Myth That Real Estate is a Better Investment Than Stocks? (Forbes)

You Shouldn’t Be Too Happy About Getting A Big Tax Refund (Forbes)

The Next Big Retirement Threat—Keeping Your Job Past 50 (Forbes)

Should You Buy Your Retirement Home Before You Retire? (Forbes)

You Can Now Take Required Minimum Distributions At 72. But Should You? (Forbes)

Want To Leave Your Kids An Inheritance? They May Only Have 10 Years To Take It. (Forbes)

3 Key Money Moves For Anyone Starting A New Job (Forbes)

Figuring Out What To Do With A Windfall (Forbes)

Good Debt vs Bad Debt (Forbes)

Why Teens and Twenty-Somethings Should Consider A Roth IRA (Forbes)

5 Strategies to Reduce Tax This Year (Forbes)

It’s Time For Year-End Financial Planning (Forbes)

Investing Beyond Your 401(k): How To Do It And Why You Should (Forbes)

Is Your 401(k) Contribution Strategy Costing You Money? (Forbes)

You Probably Don’t Need Life Insurance Forever (Forbes)

Tax-Efficient Funds Don’t Belong In Your IRA (Forbes)

Debunked: 6 Myths About Retirement (Forbes)

How to Reduce Tax on Your Investments (Forbes)

You’d Hire A Pro For A Home Renovation, So Why ‘DIY’ With Your Life Savings? (Forbes)

Retire Early with Health Insurance: Closing the Coverage Gap (Forbes)

Pre-Retirement Market Volatility Looks Very Different in Retirement (Forbes)

Is it Better to Buy a Home with Cash or a Mortgage? (Forbes)

Are You ‘Just OK’ at Managing Your Finances? (U.S. News & World Report)

How Investors Can Have Enough Money in Retirement  (U.S. News & World Report)

3 Reasons Investors Shouldn’t Leave an Old 401(k) Behind (U.S. News & World Report)

How Financial Advisors can use Infographics in their Marketing Plan (National Association of Personal Financial Advisors (NAPFA) Magazine)

When Is It ‘Worth It’ to Work With a Financial Advisor? (TheStreet)

Wealthy Investors Reconsider a Roth Conversion (U.S. News & World Report)

How Lifestyle Inflation Can Harm Investors (U.S. News & World Report)

Tax Reform Changes the Way Parents Can Pay for School (U.S. News & World Report)

4 smart things everyone under 40 should do with their money (Business Insider)

5 Do’s and Don’ts of Investing in Real Estate (U.S. News & World Report)

3 Ways a Brokerage Can Help Your Retirement Savings (U.S. News & World Report)

Can You Have Too Much Employer Stock? (U.S. News & World Report)

When Should You Rebalance Your Portfolio? (U.S. News & World Report)

Investing in Life Sciences Under the Trump Presidency (The Life Sciences Report)

5 of the Biggest Risks Facing Investors (U.S. News & World Report)

Know How You’re Invested (U.S. News & World Report)

8 Must-Do Financial Tasks Before the End of the Year (U.S. News & World Report)

What to Do After Inheriting a Home (U.S. News & World Report)

Help, My Company Is Being Sold! (U.S. News & World Report)

Should You Use a Roth 401(k) or a Traditional 401(k)? (U.S. News & World Report)

How Much Money Can You Make From Your Home? (U.S. News & World Report)

4 Tips for Women to Overcome Their Financial Fears (U.S. News & World Report)

Strategies to Maximize College Savings and Financial Aid (U.S. News & World Report)

Reshape the Way You Measure Your Portfolio’s Success (U.S. News & World Report)

What’s the Return on Investment on Your Home? (U.S. News & World Report)

Your 401(k) Loan Is Costing More Than You Think (U.S. News & World Report)

6 Things to Consider Before Paying Off a Mortgage Early (U.S. News & World Report)

‘Tis the Season for Tax-Loss Harvesting (U.S. News & World Report)

How to Donate to Charity on Any Budget (U.S. News & World Report)

Pay Yourself First: Save for Retirement, Then College for the Kids (U.S. News & World Report) 

Tax Implications for Converting a Primary Residence to Rental Property (U.S. News & World Report)

Converting a Residence to a Rental: Cash Flows and Other Considerations (U.S. News & World Report)

Now Could Be the Right Time To Refinance Your Student Loans (U.S. News & World Report)

Why Real Estate Could Be a Better Investment Than Stocks (U.S. News & World Report)

No 401(k)? No problem. (Boston.com)

Are you an emotional investor? (Boston.com)

Taxes: Guidelines for handling bonus pay (Boston.com)

Taking a job overseas? Preparing to become an expat. (Boston.com)

When to lease a car instead of buying (Boston.com)

Financial considerations before you sell your business (Boston.com)

Buying your first home (Boston.com)

You will refinance a mortgage, why not student loans? (Boston.com)

Creating a spending plan you’ll actually stick to  (Boston.com)

Which is better – Debit or Credit? (Boston.com)

Kristin McKenna, CFP®

Kristin McKenna is a CERTIFIED FINANCIAL PLANNER™ professional and President of Darrow Wealth Management. She strives to promote financial literacy in the news and the community.