Condor Capital Management

Explore: 529 Plans: The Ins and Outs of Contributions and Withdrawals

529 Plans: The Ins and Outs of Contributions and Withdrawals

529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals.

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Life Insurance at Various Life Stages

Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities once again begin to diminish, your need for life insurance may decrease. Let’s look at how your life insurance needs change throughout your lifetime.

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Condor Capital Wealth Management Named for 2021 Best Places to Work in NJ Award by NJBIZ

We are proud to announce that Condor Capital Wealth Management has been selected for the 2021 Best Places to Work in NJ award, marking the ninth year the firm has qualified for placement in this ranking. Condor Capital is listed in the “small company” category as part of the financial services industry. For a full list of winners and their associated categories, please click here.

Through a program that conducts confidential surveys of employees, NJBIZ gathers feedback on different employers to offer insights into the most well-liked workplaces in the state. This data is used to analyze various facets of each company, including but not limited to employee benefits, work-life balance, salary, and culture. These factors are all taken into consideration in generating a list of top-ranking employers.

Founded in 1988, Condor Capital Wealth Management is an employee-owned, SEC-registered investment advisor based in Martinsville, N.J., employing 23 professional and support staff.  Since Condor is a fee-only wealth management firm, its fees are based on portfolio size, not sales commissions or number of trades. As a true fiduciary, Condor is always working in a client’s best interests and utilizes an integrated approach to investment management that includes thorough financial planning advice on a complimentary, as-needed basis.

For more information on Condor Capital Wealth Management, please visit https://www.condorcapital.com or call 732-356-7323.

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Tax Benefits of Home Ownership

In tax lingo, your principal residence is the place where you legally reside. It’s typically the place where you spend most of your time, but several other factors are also relevant in determining your principal residence. Many of the tax benefits associated with homeownership apply mainly to your principal residence — different rules apply to second homes and investment properties. Here’s what you need to know to make owning a home really pay off at tax time.

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