Condor Capital Wealth Management

Federal gift, estate, and GST tax rules have changed under several major tax acts. This overview covers exclusion amounts, top tax rates, and portability provisions. Read the article: buff.ly/qWV7sPk #EstatePlanning #TaxPlanning

We’re excited to have Condor Capital’s Timothy Moran, CFP®, ChSNC® joining Brian Denger and Parent Project Muscular Dystrophy for an upcoming webinar on financial planning for families affected by Duchenne and Becker muscular dystrophy. Learn more: parentprojectmd.org/events/w…

Many eligible children may now have a Trump Account automatically, even if a parent or guardian did not actively establish one. What should families know, and why should the account be considered alongside other financial priorities? Read the article: buff.ly/jVu9scz

Thomas Edison’s success was not the result of a single breakthrough. It grew from persistence, patience, and a willingness to invest in the future. Our latest Money Lessons from History article explores five ideas from his career still relevant today. buff.ly/CAZnbOf

Parents and grandparents may want to leave money to a loved one with special needs. However, leaving assets directly to that individual can jeopardize government benefits. A Third-Party Special Needs Trust is one tool for avoiding that outcome. buff.ly/lLUZ9ag

The 10-year Treasury yield is above 5%, but the deficit is only part of the story. Oil, economic strength, debt supply, global rates, and Fed policy are also shaping the bond market. Read our latest commentary: buff.ly/pqR2uiT #BondMarket #InterestRates

Some healthcare costs may fall outside a typical retirement budget. Our latest article looks at uncovered prescriptions, access to care in remote areas, and concierge medicine. Read more: buff.ly/lfH4R6t #RetirementPlanning #Healthcare

Gold has traditionally been viewed as a safe haven during periods of stress. But its recent performance raises a new question: Is gold acting more like a risk asset? #Gold #MarketCommentary buff.ly/KnpvJyv

A 529 withdrawal can be tax-free federally and still create a state tax issue. Before using funds, especially for K-12 expenses, review how your state treats the withdrawal. buff.ly/L8JFa7q #529Plan #EducationSavings #TaxPlanning

Two $100,000 assets can have very different after-tax values. This article explains how taxes, cost basis, and withdrawal rules can shape divorce settlement outcomes. Read more: buff.ly/6oaXu05 #DivorcePlanning #FinancialPlanning

When a person with a disability receives an inheritance, settlement, or other assets directly, important benefits may be at risk. Learn how a First-Party Special Needs Trust may help preserve SSI and Medicaid eligibility. #SpecialNeeds #Trust #Medicaid buff.ly/AEFE2Fb

Market trends come and go, but diversification can help investors manage concentration risk and stay focused on their long-term goals. Learn why building a well-balanced portfolio remains as important as ever. #PortfolioManagement #Investments buff.ly/BdCyggW

Today, we remember the lives lost on September 11, 2001, and honor the courage of the first responders, service members, and everyday heroes who answered the call. Twenty-five years later, we continue to reflect, remember, and never forget.

IPOs can soar on day one, but early gains don't always tell the full story. Learn how lock-up periods, supply and demand, and investor psychology can shape post-IPO performance. #Investing #IPO #StockMarket buff.ly/uGNqDY6

What do you do when a life insurance policy stops working the way it used to? Michael Cuozzo, Financial Advisor at Condor Capital, discusses what to consider when a policy becomes more expensive, underperforms, or no longer serves its original purpose. buff.ly/ATWBhjj

Condor Capital Wealth Management is pleased to share that Tanya Walliser, CFP®, Partner and Senior Financial Advisor, has been ranked #1 nationally in AdvisorHub's Advisors to Watch: Next Gen 2026 ranking. #AdvisorHub #FinancialAdvisor buff.ly/JNRyXKO

Theodore Roosevelt's life was defined by resilience, action, and long-term thinking. His experiences provide timeless lessons for investors seeking lasting financial success. buff.ly/B1BbgKi #TheodoreRoosevelt #FinancialPlanning #Investing

The K-shaped economy has become a popular explanation for today's market. But earnings from major banks and airlines suggest a different story: an F-shaped economy with three distinct consumer tiers. #Economy #Inflation #Income buff.ly/isKBm9f

Many families worry that saving money for a loved one with special needs could affect important government benefits. Discover how ABLE accounts can provide tax advantages, financial flexibility, and benefit protection. buff.ly/zkCfXrY #SpecialNeeds #ABLEAccount

Withdrawing from a 401(k) or similar plans prior to age 59½ while still working typically results in income taxes and a 10% early-distribution penalty. However, you may be able to access plan money in an emergency via in-service withdrawals and loans. buff.ly/g9xsqcl