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The discussion around whether someone is subject to estate tax should not be limited to just federal limits. There can

One of the frequent things that pop up in the context of financial planning is the notion of gifting, particularly

As we approach the end of 2019, here are five financial housekeeping items you (or your financial advisor) should make

In breaking news, Charles Schwab roiled markets by announcing that they will be eliminating web and mobile trading charges. The

Are We On the Same Team?

Most couples have a basic understanding through observation and some light discussion regarding the financial behaviors and tendencies of their

Associate degree programs are simply another option to be looked at and discussed between parents and students. Our recommendation is

The problem is that with a track record likely worse than a coinflip and virtually no accountability, these financial “gurus”

In her “Writing the Unthinkable” workshops, Lynda Barry teaches drawing without the aim of creating anything that could be judged

Employee stock options can be a very valuable incentive to attract and retain employees. I have seen an uptick of

Perspective

As the days turn into weeks and weeks into months, it seems as though our lives move at an increasingly

Uncertainty springs to mind as we’ve looked at the markets over the last few weeks and I want to take

What’s Up At Walkner Condon

We are consistently surprised at how interested our clients are in keeping up with our firm, so we wanted to