Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

Part of our role as fiduciary financial advisors is to help our clients navigate through investment options and select what is right for them. We have an experienced team of advisors that is here to help you. candidate for cfp® certification. What is an ABLE account? It b ecame law on Dec. How We Can Help.

Accounting 98

Accounting Financial Advisor Certification CFP 98

The Better Letter

MARCH 18, 2025

In 2014, one bracket was alive through 34 games. UConn won the national championship as a seven in 2014. ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money.

Numbers 75

Numbers Marketing Marketing Medicine 75

Tucker Advisors

APRIL 4, 2023

Since 1980 through 2014, workers with retirement plans that included a pension fell from 39% to 13%, a 200% decline. Sullivan Mermel recommends that auto deductions be a topic of conversation for financial advisors with their prospects and clients. Let’s not bother with just 3%, because then, what’s the point?”

Retirement 75

Retirement Financial Advisor Planning Accounting 75

The Better Letter

MARCH 16, 2023

In 2014, one bracket was alive through 34 games. The nine beats the eight more often than not, although Villanova won a national championship as an eight-seed in 1985 (the lowest seed to win it all) and UNC, like Butler in 2011 and Kentucky in 2014 – eight-seeds all – made the final game last year. Yours, too.

Math 95

Math Numbers Medicine Marketing 95

The Better Letter

MARCH 14, 2024

In 2014, one bracket was alive through 34 games. UConn won the national championship as a seven in 2014. ” Despite that reality, according to a study undertaken by the CFP Board , 88 percent of consumers and 30 percent of financial advisors think it’s easy to manage money.

Numbers 84

Numbers Medicine Math Marketing 84

Good Financial Cents

APRIL 10, 2023

Being Rich is Limited to Living a Rich Lifestyle I still remember the story of a married couple I worked with as a financial advisor. A good example of this is Warren Buffet, who still lives in the home he bought in 1958 and drives a 2014 Cadillac XTS. They each earned $250,000 per year, and they were only in their mid-thirties.

Investing 110

Investing Investments Assets Accounting 110

Indigo Marketing Agency

JANUARY 25, 2025

Samantha Russell Reason to Follow: Advocate for digital marketing innovation for advisors Samantha Russell, Chief Evangelist at FMG Suite, is a pioneer in digital marketing for financial advisors. With decades of experience, Bobs work is essential for advisors seeking to stay ahead of the curve and build thriving practices.

Financial Advisor 52

Financial Advisor Education CFP Clients 52