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?”.
Where is the Best Place to Keep My Emergency Fund?
People should strive to have an emergency fund that covers 3-6 months of living expenses. But not all savings accounts are created equal.
2023 401k Contribution Limits
The amount of money that can be contributed to a 401k has changed since last year. Alicia Vande Ven explains the new 2023 limits.
What is the Income Limit for IRAs in 2023?
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.
Making Up For Lost Time: Prepping for Return to Normal Spending in 2022
Many Americans had higher levels of saving in the early stages of COVID. Here’s what to keep in mind as we return to more normal spending in 2022, dubbed the year of making up for lost time.
Don’t Buy Things You Can’t Afford
We draw on an important financial lesson courtesy of one of the more memorable Saturday Night Live skits.
What is a Certified Financial Planner®?
Whether you’ve had a financial advisor for years or you manage your own financial plan, you’ve likely seen the acronym CFP® before, even if it’s just been in passing. So, what does it mean and why does it matter?
What are my 401k options if I get laid off?
Unfortunately, 2020 has been filled with layoffs, mass job cuts and furloughs. We break down the four 401k plan options to consider if you’ve lost your job.
Challenges, Additions and Optimism: Where Walkner Condon is Going
The story of 2020 is yet to be over, but it will be a year that will never be forgotten. We have faced some of the greatest challenges as a company, namely the battle that the co-founder of our namesake, Nate Condon, has undertaken. As his winding road towards...
Your Financial Plan – Boring Equations or a Path to Your Dreams?
Financial advisors believe strongly in the utilization of a financial plan and what it can do for your future. It is a powerful tool that helps to simplify dozens of variables down to an output that is manageable and quite useful in making life altering decisions. However, the industry has, in many ways, failed to articulate exactly what a financial plan is and, more importantly, what it can do for a motivated individual.