Helping Hardworking Families Take Control of Their Financial Future
Investing in your financial future isn’t just for the wealthy. It may seem difficult to tune out the everyday noise of the markets and media, but I’m here to help hardworking families decipher how to pursue financial freedom.
My name is Malinda Weisensel, and I am a CERTIFIED FINANCIAL PLANNER™ Professional with more than 17 years of experience in the financial services industry. My mission is to provide honest advice and clear guidance to my clients to help them pursue their financial goals. I want to understand their feelings, goals, fears, and dreams so I can provide them with a plan that is truly customized for them. I do not believe in a "one size fits all" approach to financial planning. Every person, family, and situation is different so everyone's financial plan should reflect that. I help my clients pursue the financial goals they set for themselves and their families
By creating personal relationships with my clients, I can build trust and assist them in focusing on the plan, not the confusion of financial planning. I have committed myself to higher ethical, educational, and professionalism standards and my duty as a CFP® Professional is always to act in the best interest of my clients. My personal values and ethical standards require me to treat everyone fairly, honestly, and with respect. I not only want to be a trusted advisor but your financial "Partner for Life."
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Around the country, attitudes about retirement are shifting.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Tax preparation may be the perfect time to give the household budget a check-up.
Even if you’re young and single, you should still consider protecting yourself.
Four vacation destinations you might never have thought of.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Marriage changes everything, including your insurance needs.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Learn how to harness the power of compound interest for your investments.
Smart investors take the time to separate emotion from fact.
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.