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Blog

There are four main criteria that I consider when helping clients make the decision of refinancing their mortgage, and none
Whether you’ve had a financial advisor for years or you manage your own financial plan, you’ve likely seen the acronym
Thanksgiving turkey on rustic wooden table with side dishes
While 2020 has been a tumultuous year for many of us, it has also provided a unique lens to view
401k rollovers written on the cover of a notebook
Unfortunately, 2020 has been filled with layoffs, mass job cuts and furloughs. We break down the four 401k plan options
Filling 1040 tax form with smartphone calculator and pen
In a Biden presidency, we examine possible changes to tax rates, the possibilities of rollbacks of tax cuts, and status
We believe that the Schwab/TD Ameritrade combined company will offer one of the most complete offerings for our clients. Shortly
One of the most difficult yet important decisions that an owner or owners in a business are faced with is
Today marks a big day in our history, adding two expat focused advisors to our team. We explore the past
Woman Working From Home
Here we offer some suggestions on how to assure that your home internet is stable and able to handle the
Nannies Playing with Children
Are you considering hiring a nanny to help you with childcare during COVID-19? We offer some tips and suggestions on
Over the past few years, we have seen efforts to delineate who is actually a fiduciary and what the responsibility

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Thank you for signing up! We strive to deliver great content to you. -The Walkner Condon Team