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."
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
A four-step framework for building a personal legacy.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Understanding the value of a home warranty.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Simple steps may help you foil hackers and protect your privacy.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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.
Do you know how to set up your financial goals for success? This knight does.
Women must be ready to spend, on average, more years in retirement than men.
A bucket plan can help you be better prepared for a comfortable retirement.
Even low inflation rates can pose a threat to investment returns.
Investors seeking world investments can choose between global and international funds. What's the difference?
When should you take your Social Security benefit?