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Blog

Gifting and State Estate Tax Limits
The discussion around whether someone is subject to estate tax should not be limited to just federal limits. There can
Gifting Limits
One of the frequent things that pop up in the context of financial planning is the notion of gifting, particularly
Fall Financial Checklist
As we approach the end of 2019, here are five financial housekeeping items you (or your financial advisor) should make
Commission-Free Trading
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
Associate degree programs are simply another option to be looked at and discussed between parents and students. Our recommendation is
2020 Stock Market
The problem is that with a track record likely worse than a coinflip and virtually no accountability, these financial “gurus”
Lynda Barry
In her “Writing the Unthinkable” workshops, Lynda Barry teaches drawing without the aim of creating anything that could be judged
Know your Options
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
Forecasting, Predictions, and Incentives
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

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