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.
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...
Note: The facts shared in this blog post are believed to be accurate; however, we are not affiliated or endorsed by TruStage or its affiliates. You should check with your benefits office and view any ...
Volatility returned in Q1 with the S&P 500 losing approximately 5% year-to-date. Oil prices captured much of the market’s attention, breaking above the $100 psychological level for the first tim...
Note: This post contains new and updated information since the original acquisition announcement on November 20, 2025. The Walkner Condon team will continue to update this post as additional details b...
As we wrap up 2025, it’s been a year full of shifts worth paying attention to: inflation remains sticky, interest rates have hovered higher for longer, and global trade uncertainty continues to ling...
In simple terms, a mega backdoor Roth is a savings strategy that allows you to contribute beyond the standard 401(k) limits by making after-tax contributions to your 401(k), then converting those fund...
Stock options are a common form of compensation for employees, particularly in startup or early-stage companies. They give employees the option to purchase company stock at a predetermined price, allo...
In recent months, the US job market has shown signs that can cause discomfort for working Americans. Historic downward revisions to job additions in May and June, as well as a weak initial report for ...
Walkner Condon Financial Advisors is excited to announce its acquisition of King Financial Group, based in Verona, WI. This addition will expand Walkner Condon’s footprint in the Madison area, bring...
The traditional definition of retirement is changing. No longer is it just about stepping away from work and spending your days on a porch or beach. For many, retirement now means achieving a work-opt...
What are I Bonds? 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 individ...
As 2024 comes to a close, the year has been shaped by rising inflation, interest rate hikes, and a presidential election. Yet, despite these challenges, the S&P 500 has delivered a remarkable retu...
