The Financial Literates
MARCH 31, 2022
Money brings up all kinds of emotions within us. But the one that is more or less constant throughout and among many people is ‘Fear’ We fear talking about it, earning too much, earning too less, etc.
Walkner Condon Financial Advisors
MARCH 31, 2022
With the rise of virtual currency – such as Bitcoin or Ethereum – there are many investors that have significant unrealized gains embedded in their holdings. But when someone passes away, their holdings may go through a step-up in basis (depending on what it is they’re holding and how it’s held, e.g. brokerage account, Roth IRA, etc.). Effectively, the value at the date of death becomes the new cost basis for that asset.
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The Financial Literates
MARCH 31, 2022
Money brings up all kinds of emotions within us. But the one that is more or less constant throughout and among many people is ‘Fear’ We fear talking about it, earning too much, earning too less, etc. Fear is deeply seated in our genetic drive to survive – this cannot be speedily wiped away with […].
Ron A. Rhodes
MARCH 31, 2022
by Ron A. Rhoades, JD, CFP One key to happiness in life is identifying, then mapping out a plan for achieving, your lifetime goals.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
Envision Wealth Planning
MARCH 31, 2022
When it comes to women and money, anxiety can often ensue. Yes! Women can reduce their anxiety over money by making smarter moves. Over the course of a half-hour conversation, a new client used the word “anxiety” four or five times when talking about her finances. We addressed the fact that when women learn to make smarter money moves, they can reduce anxiety more than they may realize!
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