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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.

Explains how future tax rules may impact deductibility of charitable donations.

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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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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This calculator can help you determine whether you should consider converting to a Roth IRA.

How Long Will It Take to Pay my Balance?

How much would your monthly lease payment be?

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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