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

Financial Planning Articles

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.

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.

Wise Decisions with Retirement in Mind | Planning Insights

When it comes to retirement planning, it isn't merely a matter of stock market performance or investment selection that makes the difference. Th ere are certain dos and don’ts that tend to encourage retirement happiness and comfort.

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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 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.

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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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