Bell Wealth Q4 2023

10/23/2023 8:00:00 AM

Bell Wealth

Bell Wealth Q4 Newsletter - Special Bell Investments Issue!

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:

  • Meet the Women of Bell Investments (cover story)
  • Women Face Obstacles in Planning for Financial Independence
  • How Workers Can Prepare for Retirement
  • New Job? Here’s What To Do With Your Retirement Plan
  • Key Financial Pitfalls and How to Avoid Them
  • Tips for Planning Your Financial Future

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bell Bank and Bell Investments are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Bell Investments, and may also be employees of Bell Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Bell Bank or Bell Investments. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value