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

Financial Planning Articles

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.

Parents, Alzhmimer's & Money | Easing into a Difficult Conversation | Planning Insights

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. 

Adjusting to Retirement | Planning Insights

  If you have saved and invested consistently for retirement, you may find yourself ready to leave work on your terms – with abundant free time, new opportunities, and wonderful adventures ahead.

What does it cost to attend college? | Planning Insights

The question is a very basic one but the answer can be very complicated and depend on a number of factors.

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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.

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