Walkner Condon Financial Advisors

APRIL 13, 2022

You may have recently changed jobs and are wondering, “What should I do with my retirement account that was established through my former employer’s retirement plan?”. It is a defined-contribution plan that offers an opportunity for an employee to save and invest for retirement in a tax-deferred manner. Do nothing.

Retirement Planning

Clever Girl Finance

DECEMBER 16, 2023

We all need an emergency fund, and to save more long-term (think: retirement). Don’t put it into a retirement account where you won’t be able to get the money out for years.) Retirement savings Within the 70-20-10 budget, you can also put some of your 20% into retirement funds. Consider some of these ways to save.

Budgeting

WiserAdvisor

FEBRUARY 2, 2023

Mass layoffs impact not only for-profit corporations but also nonprofit organizations. If you are confused about how to protect your investments in a recession, understand that it is alright to put away future goals like retirement for a brief period. However, this should only be done briefly.

Financial Advisor

Clever Girl Finance

AUGUST 10, 2022

Your secret talents could be valuable in some form of service, whether by using your compassion to visit the elderly or using your technology skills to help a nonprofit go digital. Her sister-in-law introduced her to Zentangle drawing , and she became hooked and started drawing during her retirement. Public speaking.

Education

Clever Girl Finance

JANUARY 28, 2023

And of course, you should have an eye on your retirement. Use life planning to map out your career Another of the major parts of life that many of us need to focus on is a career. Picture a life of financial security When you make your financial plan, you can focus on how financially secure you’ll feel.

Planning

WiserAdvisor

FEBRUARY 2, 2023

Mass layoffs impact not only for-profit corporations but also nonprofit organizations. If you are confused about how to protect your investments in a recession, understand that it is alright to put away future goals like retirement for a brief period. However, this should only be done briefly.

Financial Advisor

The Better Letter

APRIL 6, 2023

Realistic Retirement Planning My children have consistently (and kindly) remarked about how grateful they are to have been able to graduate (with honors) from fine universities without any debt. Our retirement planning took a hit to do so. Thanks for reading. However, achieving that goal came at a cost.

Retirement Planning

Carson Wealth

DECEMBER 28, 2022

The majority of workplaces offer  these employer-sponsored accounts , called a 401(k) at a private, non-profit company and a 403(b) at a nonprofit or government agency. With some plans you may also qualify for a state tax deduction. One great way to fund 529 plans is to ask relatives to contribute. Tax-Deferred Accounts .

Accounting

Carson Wealth

NOVEMBER 30, 2022

When we talk about a high-income year, we’re not referring just to a hefty raise from a promotion or a job change (although that is commendable and likely should invite some financial planning of its own). However, not all nonprofits will accept this type of gift because it can be more involved to set up a payment stream.

Taxes

Carson Wealth

APRIL 3, 2025

For example, if you die as the primary income earner, could your spouse afford to send the kids to college or be able to retire comfortably? Once you have a sturdy foundation, you can more confidently build a plan for retirement and a legacy for your loved ones that aligns with your goals.

Retirement Planning