Bell Wealth Q3 2026

7/13/2026 1:00:00 PM

Bell Wealth Q3 2026 cover

The latest issue of Bell Wealth, Bell Bank Wealth Management’s quarterly newsletter, is now available! This edition includes insights on a variety of financial guidance and planning topics from members of the Bell Bank Wealth Management team. Read our full newsletter below. 

Tim and Angie Culbert

Planning for Life After an ALS Diagnosis

As Tim and Angie Culbert neared the end of their careers, they looked forward to traveling and spending more time together in the next chapter of their lives. But in October 2023, everything changed when Tim was diagnosed with ALS.
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A multi-generational family of six sit together in a row on a grassy hill, facing the sunset. The grandparents sit on the left side while a couple with their two kids sit next to them.

What Dynasty Trusts Mean For Estate Planning

Various types of trusts have been integral to estate and tax planning for decades and remain critical tools for individuals and families. However, one potential drawback has been what is called the “Rule Against Perpetuities.”
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A woman and man collaborate together while looking at a laptop with surrounding documents on the table.. The man is sitting in front of the laptop while the woman is off to the side holding a phone up.

Could AI Replace Saving for Retirement

Have you heard the great news? Because of advances in artificial intelligence (AI), there may eventually be no need to save for retirement at all.
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"Plain Money Talk" podcast, host Jay Gabler and Matt Bushard

Five Smart Moves to Make After An Inheritance

Earlier this spring, Bell Bank partnered with Forum Communications Company in Fargo, N.D., to debut “Plain Money Talk,” a podcast featuring experts from Bell’s retail, mortgage, insurance and wealth management divisions.

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Investing and wealth management products are: Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by Any Federal Government Agency

 

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No matter where you are in your financial journey, Bell Bank Wealth Management is here to help. Contact us today to discuss your goals and create a personalized plan for the future.
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