Bell Wealth Q3 2023

Bell Wealth

Bell Wealth is a quarterly newsletter with insightful information related to financial guidance and planning, provided by the experienced professionals on Bell’s wealth management team. 

Inside this issue: 

  • Arizona Snowbirds, Year-Round Residents Finding ‘What’s Different at Bell’ 
  • Gail Blair on 529 Plan Options for Education Funds 
  • Shara Fischer on Digital Assets in Estate Planning 
  • Nathan Erickson on the Latest in Cryptocurrency Regulations 
  • Mike Kobbervig on Goal-Based Retirement Planning

Products and services offered through Bell Bank Wealth Management are:  Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by Any Federal Government Agency