Walkner Condon Financial Advisors

JUNE 2, 2023

CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention. women tend to live longer, making it much more important to plan for a longer retirement) or a subjective one (e.g. Whether it’s an objective topic (e.g.,

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Better Letter

NOVEMBER 2, 2023

I couldn’t make that math work at all plausibly. Moreover, the true numbers are even worse than that because most bad funds have have closed or been absorbed. In Dave’s world, an 8 percent retirement withdrawal rate isn’t crazy. It’s almost all powerful and good stuff, with one major error. Okay, Boomer

Certified Financial Planner 94

Certified Financial Planner Investing Investments Portfolio 94

Good Financial Cents

AUGUST 19, 2023

As a Certified Financial Planner, I see underinsured people every day. That might sound like an exaggeration, but if you crunch the numbers – just as we’ll be doing a little bit – you’ll realize that a million-dollar policy might be just what you need. Or a 65-year-old that is retired to secure a $3 million dollar policy.

Insurance 97

Insurance Insurance Coverage Medical Certified Financial Planner 97

Good Financial Cents

APRIL 19, 2023

The idea of passive income is to supplement, augment or get you out of your job so you can retire, travel, or spend more time with loved ones. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. What Passive Income is not.

Accounting 105

Accounting Investing Investments Media 105