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 written form as well....
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 are carried out effectively and with minimal confusion. Surprises in...
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.
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 written form as well. ...
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.