Walkner Condon Financial Advisors

JUNE 27, 2023

Revisit the budget. Deferred compensation plans. If you have elected to defer part of your compensation via a Nonqualified Deferred Compensation plan (NQDC), your payout will still follow your initial election unless the plan has a provision of early termination.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Walkner Condon Financial Advisors

JUNE 27, 2023

Revisit the budget. Deferred compensation plans. If you have elected to defer part of your compensation via a Nonqualified Deferred Compensation plan (NQDC), your payout will still follow your initial election unless the plan has a provision of early termination.

Insurance 52

Insurance Insurance Coverage Compensation Planning Financial Advisor 52

Zoe Financial

MARCH 22, 2023

Establishing Retirement Income Sources The first step is to set a budget and know how much will go into it. Avoid Dependency Other sources of income that some people receive include a pension, deferred compensation plan, or the sale of a business. It’s just a matter of planning for the best years ahead.

Retirement 40

Retirement CFP Taxes Accounting 40