Quantcast
Channel: Walkner Condon Financial Advisors
Browsing latest articles
Browse All 93 View Live

Why Are Things So Heavy In The Future?

“There’s that word again. ‘Heavy.’ Why are things so heavy in the future? Is there a problem with the Earth’s gravitational pull?” –Dr. Emmett Brown, AKA Doc As we began 2022, the majority of...

View Article


Navigating Finances Together: A Guide for Newlyweds and Engaged Couples

Whether you are engaged or have recently married, developing a plan to combine finances with your partner can significantly reduce finance-related stress down the road by promoting transparency and...

View Article

Clint Walkner Featured in Wealth Management

The Federal Trade Commission (FTC) recently moved to strike non-compete clauses in contracts. This has an impact in our industry, as these provisions are commonplace. There likely will be lawsuits to...

View Article

New Podcast! Economic and Market Update Featuring Andrew Opdsyke, CFA –...

Syl Michelin and Nate Condon host an exciting economic commentary with feature guest Andrew Opdyke. Andrew is a CFA and economist for First Trust Portfolios and frequently speaks on macroeconomic...

View Article

Tax Season Is Over… For Last Year

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...

View Article


IRS Final Guidance on IRAs Inherited After 2020 | Key Changes Explained

The IRS has provided final guidance regarding the “Ten-year” rule that was put into place in 2019 impacting inherited IRAs.

View Article

Walkner Condon Ranks #1 in Wisconsin, #18 Nationally in Best Financial...

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.

View Article

Roth and Roll: When a Roth Conversion Could Be Your Best Move

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...

View Article


Three Things to Know When Opening a Health Savings Account (HSA)

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...

View Article


In Review: 2024 Future Proof Conference

Mitch, Clint, Polly, Nate and Alicia recently attended Future Proof 2024, a financial investment conference. The team shares their learnings from their trip west.

View Article
Browsing latest articles
Browse All 93 View Live