Welcome to the Walkner Condon blog, where we delve into a range of topics designed to enhance your financial literacy and empower your decision making. Our blog offers insights on retirement planning, strategies for navigating market trends, practical financial tips that can help you secure your financial future, and more. Stay informed and inspired as you journey through the landscape of financial planning with insights from our knowledgeable team.
Why X Money Caught My Attention I am always trying to find ways I can make more money on our cash, but due to the constant change of rates, and some of the direct deposit requirements and the gener...
Key Takeaways - Roth IRA Income Limits for 2026 2026 Contribution Caps: Up to $7,500 for individuals under age 50, or $8,600 for those age 50 and older (includes $1,100 catch-up). Single Fi...
The concept of direct indexing isn’t particularly new – there have been separately managed accounts (SMAs) available for years that have employed similar strategies around index replication. Howev...
It is virtually impossible to go through an entire day without hearing or reading about Artificial Intelligence (AI). It has become ubiquitous in everyday life. AI has made advancements in almost ever...
We get the question often enough that it deserves a real answer: "Will you do a one-time project, or bill me by the hour?" We don't, and not because there's anything wrong with advisors who do. The...
When we sit down with clients to design their investment plan, asset allocation usually gets most of the attention. How much should go into stocks versus bonds? What’s the right risk level for their...
Key Takeaways 529 Plans remain the gold standard for education: With tax-free growth and distributions, generous gifting limits ($19k/year or $95k front-loaded for 2026), and a $35,000 lifetim...
The traditional view of a financial advisor is someone who solely manages investments. While this may have been true decades ago, that perspective is outdated and significantly understates the value m...
Note: This post was updated with additional information on June 18, 2026 As digital assets like Bitcoin, Ethereum, and other cryptocurrencies become increasingly popular, estate planning questions ...
3 Critical Considerations in Your Retirement Transition Purpose vs. Boredom: Will you treat retirement as a permanent vacation or a "new phase" of purpose? The decision: Define your "10 a.m. W...
A frequent topic we discuss with clients is gifting to family members during their lifetime. Many people want to support the next generation or share their good fortune. Before moving forward, it’s ...
As apex predators, bears dominate their ecosystems with no natural enemies. They regulate prey populations through physical power, with razor-sharp claws and a crushing bite force. This "furious downw...
