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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.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

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

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A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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How much Disability Income Insurance do you need?

Determine whether you should consider refinancing your mortgage.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

How Long Will It Take to Pay my Balance?

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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