2024 Housing Market: The End of the New Normal
Ever since the market crash of 2008-2009, economists and pundits alike have used the phrase “new normal” to describe everything from stock market conditions to inflation to the employment market and...
View Article“Soft Landing”: Where Inflation Completes Its Journey Back to Normal Levels...
Did the Fed pull it off? Are we experiencing the “soft landing” that we’ve been hearing about? Is this the mid-90s again, where Alan Greenspan was leading the charge to a soft landing? Many have heard...
View ArticleHow and why to give away your money in 2024
The past few years have seen a downward trend in charitable giving. In some of the most recent data put together by the Association of Fundraising Professionals and the Fundraising Effectiveness...
View ArticleWhy 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 ArticleNavigating 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 ArticleClint 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 ArticleNew 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 ArticleTax 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 ArticleIRS 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 ArticleWalkner 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 ArticleRoth 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 ArticleThree 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 ArticleIn 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 ArticleOur Guidance on the UW System Supplemental Retirement Program
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.
View Article2024 Year-End Financial Checklist
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.
View ArticleI Bonds: Should Sell My I Bond or Hold Them?
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...
View ArticleHow to Make Navigating Required Minimum Distributions (RMD) Less Taxing
Understand the rules and strategies for Required Minimum Distributions (RMDs) for your retirement accounts to help you avoid unexpected taxes and penalties.
View ArticleWhat Assets Get a Step-Up in Basis at Death?
The passing of a loved one can create a lot of financial complexity, but a step up in basis can help reduce a beneficiary's financial burden.
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