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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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Retirement

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Investment

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8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither First Allied Securities nor any of its representatives may give legal or tax advice.

Test Your Investment Knowledge!

How much do you know about investing? Take our quiz and find out instantly.



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Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

 

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Building Your Legacy

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Personal Finance Tips for Military Families

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

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

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Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Federal Income Tax

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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