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Videos uploaded by user “Darrow Wealth”
How to buy a new house before selling your current home
 
05:53
Looking to buy a house before selling yours? Here are a few ways buyers can get cash for a down payment on a new house before selling their current home. Kristin McFarland is a CERTIFIED FINANCIAL PLANNER™ professional and wealth advisor at Darrow Wealth Management, a second generation fee-only wealth management firm. While based in the greater Boston area, we are able to work with executives and professionals across the United States and even overseas. Learn more: https://darrowwealthmanagement.com/ The material contained in this video is for general information only and should not be construed as the rendering of personalized investment, legal, accounting or tax advice.
Views: 1233 Darrow Wealth
What happens to stock options after an IPO?
 
02:45
What can happen to your vested or unvested stock options or restricted stock units (RSUs) after a company goes public? Kristin McFarland is a CERTIFIED FINANCIAL PLANNER™ professional and wealth advisor at Darrow Wealth Management, a second generation fee-only wealth management firm. While based in the greater Boston area, we are able to work with executives and professionals across the United States and even overseas. Learn more: https://darrowwealthmanagement.com/ The material contained in this video is for general information only and should not be construed as the rendering of personalized investment, legal, accounting or tax advice.
Views: 594 Darrow Wealth
What happens to stock options after a company is acquired?
 
03:39
What can happen to your vested or unvested stock options after your employer merges with, or is acquired by, another public company? If your employer is bought out by another firm, you may have a lot of questions about your existing equity positions. Find out how M&A activity can impact employees with stock options. Kristin McFarland is a CERTIFIED FINANCIAL PLANNER™ professional and wealth advisor at Darrow Wealth Management, a second generation fee-only wealth management firm. While based in the greater Boston area, we are able to work with executives and professionals across the United States and even overseas. Learn more: https://darrowwealthmanagement.com/ The material contained in this video is for general information only and should not be construed as the rendering of personalized investment, legal, accounting or tax advice.
Views: 1992 Darrow Wealth
How do employee stock options work?
 
05:31
Kristin McFarland, CFP® explains the basics about how employee stock options. Learn more about non-qualified stock options and incentive stock options. This introductory video is geared towards investors new to stock options and equity compensation. For more advanced resources on investing and stock options, visit our website: https://insights.darrowwealthmanagement.com/blog/topic/stock-options Kristin McFarland is a CERTIFIED FINANCIAL PLANNER™ professional and wealth advisor at Darrow Wealth Management, a second generation fee-only wealth management firm. While based in the greater Boston area, we are able to work with executives and professionals across the United States and even overseas. The material contained in this video is for general information only and should not be construed as the rendering of personalized investment, legal, accounting or tax advice.
Views: 88 Darrow Wealth
Roth Conversion Strategies for Wealthy Investors
 
03:22
Why investors may want to consider a Roth conversion before the current tax brackets expire in 2025. Should you consider using a Roth IRA in your retirement planning strategy? Kristin McFarland is a CERTIFIED FINANCIAL PLANNER™ professional and wealth advisor at Darrow Wealth Management, a second generation fee-only wealth management firm. While based in the greater Boston area, we are able to work with executives and professionals across the United States and even overseas. Learn more: https://darrowwealthmanagement.com/ The material contained in this video is for general information only and should not be construed as the rendering of personalized investment, legal, accounting or tax advice.
Views: 62 Darrow Wealth
Why Darrow?
 
02:18
Choosing a financial advisor is an important decision. Learn more about what makes Darrow Wealth Management different than other firms.
Views: 71 Darrow Wealth
Rolling Over an Old Retirement Plan
 
05:40
What should you do with an old 401(k) or 403(b) account? Discussing your rollover options and considerations before converting to a Roth IRA.
Views: 19 Darrow Wealth
Why Do a Financial Plan?
 
02:58
What are the benefits of doing a comprehensive financial plan? Some common mistakes made by those who didn't have a plan are highlighted.
Views: 49 Darrow Wealth

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