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

Financial Planning

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

Your Year-End Financial Checklist | Planning Insights

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

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

It might be better to wait a bit longer.

2015: A Time for Patience | Planning Insights




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

Be Prepared: You never know when life is going to throw a curve ball! | Planning Insights

Things in life are always changing.  There are happy times and sad times.  Of course, we all want to live in the happy times but the reality is that bad things happen.  Emotionally we may never be prepared for sickness or the death of a loved one, but we can ease the burden with a little advanced planning. 

Classic Investing Mistakes | Planning Insights

Classic Investing Mistakes

How many can you prevent yourself from making? 

Why do we save so little? | Planning Insights

Our parents and grandparents saved much more than we do. From 1959 to the present, the personal savings rate average has been 6.84 percent – but the 21st century shows evidence of a significant decline. The savings rate fell into the 1-3% range, dropping to a record low of 0.8% in April 2005.

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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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