Walkner Condon Financial Advisors Blog
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Our financial advisors produce content focused on investment concepts, stock market commentary, company updates, and slice-of-life pieces. We are a financial advisor in Madison, WI. We provide fee-only financial advice and wealth management as a fiduciary at our office and virtually.
Walkner Condon Financial Advisors Blog
2w ago
Understand the rules and strategies for Required Minimum Distributions (RMDs) for your retirement accounts to help you avoid unexpected taxes and penalties ..read more
Walkner Condon Financial Advisors Blog
2w ago
I Bonds are a type of government savings bond issued by the United States Department of the Treasury. They are a low-risk investment vehicle designed to help individuals save money over the long term and protect from inflation. They are backed by the U.S. government, making them one of the safest investments available ..read more
Walkner Condon Financial Advisors Blog
3w ago
As 2024 comes to a close, it’s time to work through your 2024 year end financial checklist. It can help you proactively maximize tax efficiency, protect assets and set up for a successful 2025 ..read more
Walkner Condon Financial Advisors Blog
1M ago
One of the decisions that UW System employees have is what provider(s) to choose in their 403(b) plan. Here we offer our guidance on current 403(b) providers inside of the UW System ..read more
Walkner Condon Financial Advisors Blog
2M ago
Mitch, Clint, Polly, Nate and Alicia recently attended Future Proof 2024, a financial investment conference. The team shares their learnings from their trip west ..read more
Walkner Condon Financial Advisors Blog
2M ago
Health Savings Accounts (HSA) were introduced in 2003 as a means to both reduce overall healthcare spending and encourage Americans to save for increasing healthcare expenses. Learn about the important variables to consider when opening an HSA with Walkner Condon Financial Advisors ..read more
Walkner Condon Financial Advisors Blog
3M ago
With the expiration of the Tax Cuts and Jobs Act (TCJA) on the horizon at the end of 2025, we have had an uptick in the number of clients asking about doing Roth conversions. If you’re like “wtf is a Roth conversion?” don’t worry, I got you, keep reading ..read more
Walkner Condon Financial Advisors Blog
4M ago
Walkner Condon Financial Advisors recently had the honor of being selected for the USA Today/Statista “Best Financial Advisory Firms in the US” as the #18 best firm nationally and #1 in Wisconsin ..read more
Walkner Condon Financial Advisors Blog
4M ago
The IRS has provided final guidance regarding the “Ten-year” rule that was put into place in 2019 impacting inherited IRAs ..read more
Walkner Condon Financial Advisors Blog
4M ago
Breathe Easier Next Tax Season with These Planning Strategies Every year, most of us smile when we see April 15th in the rearview mirror. The completion of our tax returns being filed marks the beginning of a nine month period where we don’t need to think about funny acronyms and form numbers. Most of us ..read more