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"The future depends on what we do in the present." ~ Mahatma Gandhi

Financial Planning Articles

How Millennials Can Get Off to a Good Financial Start | Planning Insights

thumb_ID-100100233.jpg  Doing the right things at the right time may leave you wealthier later.

Finally I Can Start Receiving Social Security Benefits | Planning Insights

Although reaching retirement age certainly allows you to receive Social Security benefits, but should you? How do you know when the right time will be for you? As with anything, for each person that answer is different. Your financial planner can help you make that decision. Contact Roselyn, she will be happy to review your goals to help you make an informed choice.

Building a College Fund | Planning Insights

Building a College Fund

According to Sallie Mae, U.S. families with one or more college students spent an average of $24,164 on tuition, housing, and linked expenses in 2015. That was 16% more than in 2014.1

Cyber Crime and Protecting Your Information | Planning Inslights

Keeping your information secure from criminals is a top priority for our firm. To better protect you and your accounts from cybersecurity threats, we continuously review security procedures to ensure that we are following best practices recommended by the custodians, financial institutions, and industry experts with whom we work.

Your Year-End Financial Checklist | Planning Insights

Seven aspects of your financial life to review as the year draws to a close.

Mid-Life Money Errors | Planning Insights

If you are between 40 & 60, beware of these financial blunders & assumptions.

Between the ages of 40 and 60, many people increase their commitment to investing and retirement saving. At the same time, many fall prey to some common money blunders and harbor financial assumptions that may be inaccurate.

You Could Retire...But Should You? | Planning Insights

It might be better to wait a bit longer.

A Look at Target-Date Funds | Planning Insights

 Are these low-maintenance investments vital to retirement planning, or overrated?

2015: A Time for Patience | Planning Insights




Don't let the market's jumps rattle your commitment to staying invested.

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Securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. MD&A Financial Management and BFCFS are independent entities.

The ‘Five Star Award’ is presented to 7% of wealth managers with five years or more of experience in the financial services industry.  The final list identifies the wealth managers evaluated in a local market that score highest in client satisfaction.  Each wealth manager was reviewed for regulatory actions, civil judicial actions, and customer complaints.  Details of the award can be viewed at  Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success.  Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or result.  These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation.

Investments products and services available only to residents of: AK, FL, KY, MD, MI, NC, NJ, NY, OH, PA, RI, SC, VA, WV.

Licensed to sell insurance products in the following states of: PA.

Check the background of Roselyn Wilkinson or BFCFS on FINRA’s BrokerCheck website.


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