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Job Loss Financial Checklist

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.

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How Getting Women Into Financial Planning Can Benefit Everyone

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.

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The Accidental Financial Planner

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...

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Walkner Condon: The State of the Firm

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...

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