Understanding Today’s Financial Environment
Welcome, I’m Linda Wenker, a financial professional in Sacramento, California. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 916.921.0200.
Helpful Content
College Savings
See how much you may need to save now to cover future college costs for your child.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.