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Understanding Today's Financial Environment


At Linker Financial Group we understand that individuals face unique challenges with their financial planning. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on 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.

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Serving Individuals

We can help take some of the mystery out of preparing for your financial future.

Business Planning

Special insight and perspective to help business owners pursue their objectives and success.

Investing Strategy

Let us provide you with guidance that can help you understand and better define your financial goals.

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Helpful Content

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

 

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Tax Freedom Day

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Surprises

Making the most of surprises is a great reason to work with us.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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