Darrow Wealth Management

MAY 17, 2024

When parents communicate how much they plan to contribute early on, high school students can get a jump on saving. Communication is key As with anything in life, communication is key. Then communicating that decision to students—and why—makes a big difference when there’s thought put into the messaging.

Education 104

Education Communication Wealth Management CFP 104

Darrow Wealth Management

JULY 1, 2024

In 2024, a single taxpayer can claim a federal estate and lifetime gift tax exemption of $13.61 For example, suppose you gift $7 million in 2024 when the individual limit is $13.61 Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. You have no exemption left.

Taxes 105

Taxes Tax Planning Planning Estate Planning 105

Darrow Wealth Management

JULY 30, 2024

Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision.

Taxes 104

Taxes Tax Planning Startup Valuation 104

Darrow Wealth Management

NOVEMBER 20, 2023

As part of the new rules, non-spouse beneficiaries inheriting a pre-tax retirement account after 2020 must drain the account within 10 years (and potentially take RMDs within that time also, though further guidance is expected in 2024).

Retirement 105

Retirement Distribution Taxes Accounting 105

FMG

FEBRUARY 22, 2023

Why we love it: Email is used as both a method of communication and a way for financial advisors to market their business. In fact, email is such a key player in advisor marketing communication that SmartAsset found 30% of advisors use email as their primary method of communication with clients.

Marketing 52

Marketing Marketing Financial Advisor Media 52

Darrow Wealth Management

FEBRUARY 19, 2024

In February 2024, Microsoft is the largest company by market cap in the world with a 7.3% Kristin McKenna, CFP® originally published an abbreviated version of this article at Forbes References ¹ Dimensional, using data from CRSP and Compustat. weighting in the S&P 500.

Management 111

Management Taxes Portfolio Estate Planning 111

Darrow Wealth Management

MAY 17, 2024

When parents communicate how much they plan to contribute early on, high school students can get a jump on saving. Communication is key As with anything in life, communication is key. Then communicating that decision to students—and why—makes a big difference when there’s thought put into the messaging.

Education 52

Education Communication Wealth Management CFP 52

Darrow Wealth Management

JULY 1, 2024

In 2024, a single taxpayer can claim a federal estate and lifetime gift tax exemption of $13.61 For example, suppose you gift $7 million in 2024 when the individual limit is $13.61 Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. You have no exemption left.

Taxes 52

Taxes Tax Planning Planning Estate Planning 52

Harness Wealth

JUNE 5, 2024

CFP® Before moving to Harness, Kelley Maddox was on a typical trajectory at his previous company. In January of 2023, Kelley started with zero clients but has grown to 140 clients in early 2024 with annual revenue projected to be upwards of $250,000 this year. Breaking away from an RIA Kelley Maddox, CPA.

Taxes 64

Taxes Clients Planning Tax Planning 64

Darrow Wealth Management

JULY 30, 2024

Article written by Darrow Wealth Management President Kristin McKenna, CFP® and originally appeared on Forbes. This is a general communication should not be used as the basis for making any type of tax, financial, legal, or investment decision.

Taxes 52

Taxes Tax Planning Startup Valuation 52

Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. He recently launched the AGC™ – Advisors Growing as a Community , which helps advisors learn, collaborate, and grow.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Indigo Marketing Agency

JANUARY 24, 2024

For 2024, he’s climbed our influencer chart and is now probably THE top influencer for financial advisors thanks to his blog, Nerd’s Eye View , and his X (Twitter) —both of which have cult-like followings. He recently launched the AGC™ – Advisors Growing as a Community , which helps advisors learn, collaborate, and grow.

Financial Advisor 52

Financial Advisor CFP Financial Services Education 52

Darrow Wealth Management

NOVEMBER 5, 2024

Remember, this is a summary of the tax implications for section 1202 of the tax code (as of 11/2024); it’s not tax advice! Nationally Recognized Wealth Advisor in Stock Compensation Kristin McKenna CFP® is a nationally recognized specialist in employee stock options and equity compensation.

Taxes 73

Taxes Wealth Management Tax Planning Assets 73

Darrow Wealth Management

MAY 6, 2024

Deciding What to Do When You Inherit A House Published in Forbes by Kristin McKenna, CFP® Real estate considerations If your parent was still in their home and living alone, notify the insurance company. Last reviewed May 2024 The post What to Do When a Parent Dies and You’re the Executor appeared first on Darrow Wealth Management.

Estate Planning 110

Estate Planning Distribution Valuation Accounting 110

Darrow Wealth Management

MAY 6, 2024

Deciding What to Do When You Inherit A House Published in Forbes by Kristin McKenna, CFP® Real estate considerations If your parent was still in their home and living alone, notify the insurance company. Last reviewed May 2024 The post What to Do When a Parent Dies and You’re the Executor appeared first on Darrow Wealth Management.

Estate Planning 52

Estate Planning Distribution Valuation Accounting 52

The Big Picture

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. 00:36:07 [Speaker Changed] The, the SEC is incredibly concerned that financial performance is the primary measure by which the advisor communicates to the investor their success. 00:41:16 [Speaker Changed] Yeah.

Clients 144

Clients Portfolio Financial Advisor Investing 144

Indigo Marketing Agency

JANUARY 25, 2025

Samantha was also a finalist in the 2024 Wealthies. ( Carl Richards Reason to Follow: Master of simplifying complex financial concepts Carl Richards, CFP, aka The Sketch Guy, is a master of breaking down complex financial topics into simple, relatable concepts. Join her over 42,000 followers on LinkedIn.

Financial Advisor 52

Financial Advisor CFP Education Clients 52

The Big Picture

DECEMBER 17, 2024

There was the optical communications boom, some of the original software internet assets. 00:22:58 [Speaker Changed] So what’s so intriguing about that is we tend to think of fundamental research, CFP type research as very balance sheet driven. And so I did transactions in this, especially a lot in the networking telecom.

Engineering 130

Engineering Numbers Investments Investing 130