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Don't Feed The Bear: Our Blog

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The Secure Act is Now Law

On December 20, 2019 the plan was signed into law, and as it made its way between both houses to the desk of the President, there were some subtle changes to the elements we identified. Consequently, we’ll be reviewing what is contained in the version that now functions as law, as well as identifying some ways the planning landscape has changed as a result.

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Our Opinion on the UW System 403(b) TSA Options

One of the decisions that UW System employees have is what provider(s) to choose in their 403(b) plan. Much like 401(k) plans, 403(b) plans offer the ability for employees to save for retirement by investing some of their compensation into the plan. Here we offer our opinion on current 403(b) providers inside of the UW System.

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Be Wary Of The Celebrity Advisor

I realize it’s a little crazy to think about people who obsess over markets and math as celebrities, but that doesn’t stop a group of “advisors” from trying to be just that. There are household names like Suzy Orman and Dave Ramsey, and there are even local financial advisors with weekly radio shows and catchy names.

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When Will I Get My 2019 Tax Forms?

It’s that time of year when the question arises, as it always does: “when will I get my 1099 tax forms?” For most people, the answer is soon. There are two basic types of tax forms that investment clients will often receive, the 1099-R and the (Consolidated) 1099.

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Do You Have The Will To Retire?

I’ve had discussions with many clients about what their retirement looks like. Some of these clients are very much on track for their (financial) retirement goals, but cannot answer the following question: what are you planning on doing once you’re done working?.

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Mortgage Refinance Triggers

"As a former real estate agent and mortgage loan officer, I’m familiar with the garden variety rules of thumb regarding when to refi. They usually consist of “if you drop your rate by more than 1%, it’s a no brainer” to “if you recoup the closing costs within 12 months, it’s a no brainer,” and so on. We at Walkner Condon tend to shy away from rules of thumb, as the details of each situation and the viewpoint of each client tend to vary greatly. It’s our contention that the specific details of each situation and only the specific details, is the surefire way to know if a refinance makes sense."

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