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Waterloo, WI 53594

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RE: Retirement 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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."

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Historical Inflation

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Estimate how much of your Social Security benefit may be considered taxable.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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A presentation about managing money: using it, saving it, and even getting credit.

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There are a number of ways to withdraw money from a qualified retirement plan.

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There are some key concepts to understand when investing for retirement

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