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Disability Insurance: The "I'll Never Need It" Insurance

Disability insurance could be the most important insurance you DON'T have.

How Women Are Different from Men, Financially Speaking

Congratulations Roselyn!

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Financial Planning and Healthcare Costs in Retirement

How Much Have You Thought About Healthcare Costs in Retirement?

Financial Planning | Your 2019 Financial To-Do List

Contribute to your retirement plan.  In 2019, the yearly contribution limit for a Roth or traditional IRA rises to $6,000; $7,000 for those making “catch-up” contributions.  Income limits are applied to Roth IRAs.  You can contribute up to $19,000 to 401(k), 403(b), and most 457 plans, with $6,000 “catch-up” contributions.1

Roselyn on Pittsburgh Today Live!!!

Check out Roselyn on her first TV interview as author of It's Good to be Queen

 

The Risk of Being a Suddenly Single Woman

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According to the Social Security Administration's estimate, the average 65-year-old woman will outlive the average 65-year-old man by more than two years. Women need to plan for the probability of managing their finances.

Your 2018 Financial To-Do List

What financial, business, or life priorities do you need to address for 2018? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to lowering your taxes. You have plenty of options. Here are a few that might prove convenient:

Starting Out | Financial Basics for Millennials | Planning Insights

With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While you're excited by all the opportunities life has to offer, you're also aware of your emerging financial responsibility.

Fees | Avoid Paying on Price | Planning Insights

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 www.fivestarprofessional.com.  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.

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 www.fivestarprofessional.com.  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.

Copyright © 2019 Roselyn Wilkinson. All rights reserved.