Blog
I Bonds: Should I sell, buy more or hold?
What are I Bonds? I Bonds are a type of government savings bond issued by the United States Department of the Treasury. They are a low-risk investment vehicle designed to help individuals save money...
Where is the best place to keep my emergency fund?
In general, people should strive to have an emergency that covers 3-6 months of living expenses. These funds should be held in a liquid account that can be easily accessed in case of a sudden...
What is a Donor Advised Fund?
https://youtu.be/-hl6-7ZfXPg A Donor Advised Fund (DAF) is both a type of financial account and a charitable giving vehicle that allows the donor to contribute cash and non-cash assets into a fund...
Bowling with Bumpers: Navigating the Investing World
As I watched my son learn how to bowl, I vividly recall the trepidation in his eyes as he stared down the pins at the end of the lane. He stood frozen, paralyzed by fear. I encouraged him to roll...
Retirement: The Definition of Work-Optional Lifestyle
The mass media in the United States tends to oversimplify the transition from the career phase to the retirement phase of our lives. Apparently walking into the sunset on a beach or through a meadow...
The State of the Firm: Walkner Condon
Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. Nate and Clint have recorded a podcast on these items, but we...
How to Have Financial Conversations with your Adult Children
Having financial conversations with your adult children can benefit both you and them. When it comes to your will and estate plan, talking about what is in your plan can help ensure that your wishes...
Job Loss Financial Checklist
Losing a job is difficult. In many cases it comes unexpectedly. There is usually a period of shock – almost a numbness – followed by a feeling that you need to be doing something, but not exactly sure what that “something” is. I know this feeling because I found myself in this position in 2015.
How Getting Women Into Financial Planning Can Benefit Everyone
The importance of women in financial planning feels like it should go without saying. And in our research for this article, we were happy to learn that we are trending in the right direction. Unfortunately, we’re not quite there yet as a society, since as of 2022, the Bureau of Labor Statistics reports only a third of financial advisors are women. Until that percentage is closer to 50%, we are happy to illustrate the many benefits of more women in the industry.
The Accidental Financial Planner
Growing up, Alicia watched her mom struggle with money and declare bankruptcy due to medical debt. By high school Alicia was financially independent. She worked her way through college by taking...
Walkner Condon: The State of the Firm
Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. Nate and Clint have recorded a podcast on these items, but we...
Equity Compensation for a Private (or “pre-IPO”) Company
Let’s talk about stock options that private companies offer and go through the pros and cons of each. You join a great company with an even better culture. They offer stock options component and might be wondering, “…what exactly are these Stock Options and Restricted Stock?” or “…what should I do with my pre-IPO RSUs?”.