Walkner Condon Financial Advisors

FEBRUARY 15, 2024

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

Nonprofit 89

Nonprofit Distribution Government Taxes 89

Random Roger's Retirement Planning

APRIL 23, 2023

The Atlantic had what I would describe as a very left leaning article about lowering the retirement age in the US while increasing payroll taxes to pay for it and to cover the expected shortfall in Social Security due to hit in 10-12 years. For the record, I am very centrist. Some conservative ideas appeal to me as do some liberal ideas.

Retirement 75

Retirement Planning Advertising Budgeting 75

Trade Brains

FEBRUARY 14, 2023

Yeah, that lot that talks about terms like compounding, risk profile, returns, retirement planning, budgeting, Investing, and whatnot! Top Mutual Funds For SIP #2 – IDFC Tax Advantage (ELSS) Direct Plan-Growth Fund Company IDFC Asset Management Company Ltd Size (AUM in Cr) 4,033 3-yr returns (CAGR) 22.56 1-yr return 2.5

Healthcare 59

Healthcare Retirement Investing Investments 59

The Big Picture

JUNE 6, 2023

So, you start the blog in 2004, more or less. You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. Everybody hates the word budget. I hate budgets myself. SETHI: Yes. How did that evolve into a book?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

NOVEMBER 21, 2023

That’s less than one 100th of 1% of the annual budget. If you start with a thousand and you only have an addition of $750 a year, okay, families can contribute to that, your 00:44:48 [Speaker Changed] Corporate tax free. You take it out tax free as well. So what we envision is, think of a four oh one K from birth.

Investing 246

Investing Investments Startup Accounting 246

Calculated Risk

MAY 22, 2023

While the magnitudes of future federal unified budget surpluses are uncertain, they are highly likely to remain sizable for some time. [C]urrent C]urrent forecasts suggest that under a reasonably wide variety of possible tax and spending policies, the resulting surpluses will allow the Treasury debt held by the public to be paid off.

Budgeting 363

Budgeting Taxes Economy Economics 363

Calculated Risk

MAY 21, 2024

While the magnitudes of future federal unified budget surpluses are uncertain, they are highly likely to remain sizable for some time. [C]urrent C]urrent forecasts suggest that under a reasonably wide variety of possible tax and spending policies, the resulting surpluses will allow the Treasury debt held by the public to be paid off.

Taxes 321

Taxes Budgeting Economy Economics 321