Madison Partners

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Madison Partners Madison Wealth Partners, Inc. (“Madison Partners”) is a registered investment advisor. Madison Wealth Partners, Inc is a registered investment advisor.

We are very proud to be able to represent our clients as both certified financial planners and fiduciaries in an industry where credibility and trust are paramount. Madison Partners provides investment advisory and related services for clients nationally. Madison Partners will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at http://www.themadisonpartners.com/.

Please join us in welcoming Jonathan Stoner to the Madison Partners team!Jonathan, we’re thrilled to have you join us an...
10/16/2026

Please join us in welcoming Jonathan Stoner to the Madison Partners team!

Jonathan, we’re thrilled to have you join us and excited for the experience, dedication, and fresh perspective you’ll bring to the team. As Madison Partners continues to expand and innovate, we know your contributions will play an important role in delivering an exceptional experience for our clients and helping drive our vision forward.

We’re excited to have you on board and look forward to everything we’ll accomplish together.

Welcome to Madison Partners, Jonathan!

A charitable deduction only holds up with documentation, and that's the part that tends to get lost between the giving a...
10/15/2026

A charitable deduction only holds up with documentation, and that's the part that tends to get lost between the giving and the filing. A simple habit, saving receipts or acknowledgment letters as they come in rather than searching for them in April, makes charitable giving strategies far easier to actually use. Share this with someone who gives regularly but keeps loose paperwork.

Tax-loss harvesting is exactly what it sounds like: selling an investment that's down to offset gains elsewhere in the p...
10/13/2026

Tax-loss harvesting is exactly what it sounds like: selling an investment that's down to offset gains elsewhere in the portfolio, then often reinvesting in something similar to keep the strategy intact. It's a routine, unglamorous move, but one that can meaningfully reduce what's owed at tax time when done with care around timing and rules. Save this for your next tax planning conversation.

The decision of when to claim Social Security comes down to a fairly specific calculation: your full retirement age, you...
10/08/2026

The decision of when to claim Social Security comes down to a fairly specific calculation: your full retirement age, your health and family history, and what other income you have to bridge the gap if you wait.

It isn't about guessing what the market or Congress will do, it's about running the numbers for your own situation.

Please join us in welcoming Frank Diliberto to the Madison Partners team!Frank, we’re thrilled to have you join us and e...
10/07/2026

Please join us in welcoming Frank Diliberto to the Madison Partners team!

Frank, we’re thrilled to have you join us and excited for the depth of experience, leadership, and fresh perspective you’ll bring to the team. As Madison Partners continues to expand and innovate, we know your contributions will play a key role in delivering an exceptional experience for our clients and helping drive our vision forward.

We’re excited to have you on board and look forward to everything we’ll accomplish together.

Welcome to Madison Partners, Frank!

One of the quieter planning mistakes has nothing to do with any single decision. It's having an investment advisor, a CP...
10/06/2026

One of the quieter planning mistakes has nothing to do with any single decision. It's having an investment advisor, a CPA, and an estate attorney who each know their own piece well, but never compare notes with each other. A plan built in silos can miss things a coordinated one would catch. Save this and ask the question at your next meeting.

Please join us in welcoming Jim McComb to the Madison Partners team!Jim, we’re thrilled to have you join us and excited ...
10/02/2026

Please join us in welcoming Jim McComb to the Madison Partners team!

Jim, we’re thrilled to have you join us and excited for the experience, leadership, and perspective you’ll bring to the team. As Madison Partners continues to grow, we know your contributions will play a key role in helping us deliver an exceptional experience for our clients and build toward what’s next.

We’re excited to have you on board and look forward to everything we’ll accomplish together.

Welcome to Madison Partners, Jim!

$2 million sounds like a big number. But is it enough for the retirement you actually want? The answer depends on far mo...
10/01/2026

$2 million sounds like a big number. But is it enough for the retirement you actually want? The answer depends on far more than your portfolio balance. Your spending, taxes, Social Security, healthcare costs, and withdrawal strategy can all have a meaningful impact on how long your money lasts and the lifestyle it can support. Retirement planning is not just about reaching a number. It is about understanding what that number needs to accomplish for you.

Would $2 million be enough for the retirement you want?

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Here's the math that often gets skipped: deferring taxes doesn't make them disappear, it changes when they're owed, at w...
09/29/2026

Here's the math that often gets skipped: deferring taxes doesn't make them disappear, it changes when they're owed, at what rate, and sometimes on a larger balance than you started with.

Whether deferral works in your favor depends on your future tax bracket, your withdrawal timeline, and other income sources. It's rarely a simple yes or no, which is why it's worth mapping out with a professional rather than assuming. Save this for your next tax planning conversation.

Myth: trusts are only useful for large estates. Fact: a trust can help avoid probate, keep details private, and control ...
09/24/2026

Myth: trusts are only useful for large estates.

Fact: a trust can help avoid probate, keep details private, and control how and when heirs receive assets, regardless of the size of the estate.

The right structure depends on your specific goals and should be built with your estate attorney, but it is worth asking the question rather than assuming it does not apply to you. Share this with someone who has wondered the same thing.

Address

1502 W Broadway
Madison, WI
53713

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 3:30pm

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