Bell Wealth Services

09/02/2026

The legacy you leave behind isn't measured only by financial assets.

It's also reflected in your values, your priorities, and the impact you have on the people around you.

Thoughtful planning can help align your financial decisions with what matters most and provide greater confidence that your intentions are carried forward.

Because true legacy is about more than wealth.

09/01/2026

A quarter century has passed, but the memory remains. Today we honor the victims, survivors, and first responders of September 11th, 2001.

08/31/2026

Retiring before you're eligible for Medicare? Explore these strategies to help manage health care costs until coverage begins:

raymondjames.com

08/28/2026

Wishing you a safe and happy Labor Day!

08/28/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

08/27/2026

Delayed retirement can have a significant impact on both employees and employers. With an average cost of $103,000 per employee for each year retirement is delayed, thoughtful plan design can play an important role in supporting retirement readiness while helping employers manage long-term workforce costs.

Automated features such as auto-enrollment and auto-increase can help employees build savings more consistently and may cost employers less than just one year of delayed retirement.

08/26/2026

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.

You may spend years building wealth, but have you considered how that wealth will be transferred, who it will benefit, and whether it reflects your long-term goals?

Thoughtful planning can help ensure your assets support the people, causes, and values that are most important to you while creating greater clarity for future generations.

Let's start a conversation about what legacy means to you.

08/25/2026

Many retirees face a common question: Should your assets support today's lifestyle, tomorrow's legacy, or both?

The answer often starts with understanding the role each asset plays within your overall financial plan.

When every dollar has a purpose, you may gain greater confidence in both your retirement goals and the legacy you hope to leave behind.

A thoughtful review can help uncover opportunities and bring greater clarity to long-term planning decisions.

08/21/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

08/20/2026

Take the next step toward retirement.

Retirement planning is a marathon, not a sprint. This 401(k) Day, take a few minutes to review your contribution rate, see whether you are receiving the full employer match available to you, revisit your investment selections and confirm your beneficiary information. Small, consistent steps can help keep your long-term goals moving forward.