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Waterloo, WI 53594

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Risk Tolerance: What’s Your Style? Retiring in a Post-Pandemic World Dreaming Up an Active Retirement Encore Careers: Push Your Boundaries

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."

Helpful Content

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

 

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Federal Income Tax

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

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Saving for College 101

Here’s a crash course on saving for college.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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