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.
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 advantage of government loans and grants. During this time, Alicia took...
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 also wanted to offer it in...
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?”.
The tax code has experienced major changes lately and understanding these changes can have a significant impact on your refund or amount owed.
Silicon Valley Bank and two other banks failed and were taken over by the Federal Deposit Insurance Corporation (FDIC). These are the first bank failures since 2020 and three of the 563 that have taken place since 2001.
People should strive to have an emergency fund that covers 3-6 months of living expenses. But not all savings accounts are created equal.
The amount of money that can be contributed to a 401k has changed since last year. Alicia Vande Ven explains the new 2023 limits.
While the income limit (or lack thereof) remains unchanged from 2022 to 2023, what has increased are the phase‑out ranges for deducting your IRA contributions.
The 2023 income limits for contributing to a Roth IRA have increased from the 2022 limits.