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Ken Venables

118 West 3rd Street, #1
Ottumwa, IA 52501

Phone:

641-682-2135

E-mail:

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Berthel Fisher and Company Financial Services, Inc.

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Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Will you be able to afford nursing home care?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck