Bell Wealth Q3 2023

8/11/2023 8:00:00 AM

Bell Wealth Aug 2023

Bell Wealth Q3 Newsletter

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

Bell Bank Wealth Management products and services are: Not FDIC insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency