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Walkner Condon: The State of the Firm
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...
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The Accidental Financial Planner
Affected by Finances Early in LifeGrowing 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...
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How Getting Women Into Financial Planning Can Benefit Everyone
The importance of getting women into 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...
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Job Loss Financial Checklist
Job loss is difficult. In many cases job loss happens 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...
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How to Have Financial Conversations with your Adult Children
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...
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The State of the Firm: Walkner Condon
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...
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Retirement: The Definition of Work-Optional Lifestyle
The mass media in the United States tends to oversimplify the transition from the career phase to the retirement phase of our lives. Apparently walking into the sunset on a beach or through a meadow...
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Bowling with Bumpers: Navigating the Investing World
As I watched my son learn how to bowl, I vividly recall the trepidation in his eyes as he stared down the pins at the end of the lane. He stood frozen, paralyzed by fear. I encouraged him to roll the...
View ArticleWhat is a Donor Advised Fund?
A Donor Advised Fund (DAF) is both a type of financial account and a charitable giving vehicle that allows the donor to contribute cash and non-cash assets into a fund where those assets are then...
View ArticleWhere is the best place to keep my emergency fund?
In general, people should strive to have an emergency that covers 3-6 months of living expenses. These funds should be held in a liquid account that can be easily accessed in case of a sudden emergency...
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I Bonds: Should I sell, buy more or hold?
What are I Bonds? I Bonds are a type of government savings bond issued by the United States Department of the Treasury. They are a low-risk investment vehicle designed to help individuals save money...
View ArticleSeason’s Greetings from Walkner Condon! Nate & Clint talk holiday traditions.
The post Season’s Greetings from Walkner Condon! Nate & Clint talk holiday traditions. first appeared on Walkner Condon Financial Advisors.The post Season’s Greetings from Walkner Condon! Nate...
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2024 Housing Market: The End of the New Normal
Ever since the market crash of 2008-2009, economists and pundits alike have used the phrase “new normal” to describe everything from stock market conditions to inflation to the employment market and...
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“Soft Landing”: Where Inflation Completes Its Journey Back to Normal Levels...
Did the Fed pull it off? Are we experiencing the “soft landing” that we’ve been hearing about? Is this the mid-90s again, where Alan Greenspan was leading the charge to a soft landing? Many have...
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How and why to give away your money in 2024
The past few years have seen a downward trend in charitable giving. In some of the most recent data put together by the Association of Fundraising Professionals and the Fundraising Effectiveness...
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Why Are Things So Heavy In The Future?
“There’s that word again. ‘Heavy.’ Why are things so heavy in the future? Is there a problem with the Earth’s gravitational pull?” –Dr. Emmett Brown, AKA Doc As we began 2022, the majority of...
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Navigating Finances Together: A Guide for Newlyweds and Engaged Couples
Whether you are engaged or have recently married, developing a plan to combine finances with your partner can significantly reduce finance-related stress down the road by promoting transparency and...
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Clint Walkner Featured in Wealth Management
The Federal Trade Commission (FTC) recently moved to strike non-compete clauses in contracts. This has an impact in our industry, as these provisions are commonplace. There likely will be lawsuits to...
View ArticleNew Podcast! Economic and Market Update Featuring Andrew Opdyke, CFA – Economist
Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic...
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Tax Season Is Over… For Last Year
Breathe Easier Next Tax Season with These Planning Strategies Every year, most of us smile when we see April 15th in the rearview mirror. The completion of our tax returns being filed marks the...
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