Forward Investment Services

10/15/2026

Creating an estate plan isn’t a one-time task.

Beneficiary designations on retirement plans and life insurance policies can play an important role in how assets are distributed. That makes reviewing them regularly—especially after significant life changes—an important part of keeping your overall plan current.

Consider adding a beneficiary review to your financial planning checklist.

10/12/2026

: 📸 "Falling into the night" | Lisa Hilgart (Forward Insurance, Park Falls, WI)

10/09/2026

Our offices will be closed on Monday, October 12 in observance of Columbus Day. 📅

Our is utilizing this day out of the office for an all staff event to celebrate our accomplishments and set the tone for the upcoming year!

10/07/2026

A will can be an important part of estate planning—but it may not be the entire plan.

Depending on your situation, estate planning may also involve trusts, beneficiary designations, powers of attorney, medical directives, insurance, digital assets and other instructions.

The goal is to create a coordinated plan that clearly reflects your wishes.

10/02/2026

Estate planning isn’t only for people with significant wealth. Your home, savings, investments, insurance, personal belongings, and digital assets can all be part of what you leave behind.

Having a plan can help make your wishes clear and give the people you care about guidance when they need it most.

Forward Investment Services can help you look at estate planning as part of your broader financial picture and work alongside the appropriate legal and tax professionals.

09/29/2026

Your financial goals are personal. Your financial guidance should be, too. 📈
Based in Marshfield and serving clients in Marshfield, Medford, and Stanley, Financial Advisor Aaron Schneider works with individuals and families to understand what matters most to them and build thoughtful strategies for the future.

Whether you’re planning for retirement, investing for long-term goals, or simply wondering where to begin, Aaron is here to provide personalized guidance and help you move forward with confidence.

Have questions? Aaron is always happy to start the conversation.

09/16/2026

Financial guidance, closer to home.

Financial Advisor Madelyn Wanke expanded her availability in the Northwoods, offering appointments at Forward Bank locations in Three Lakes and St. Germain.

From retirement planning and investment strategies to education savings and other financial goals, Madelyn is ready to help customers build a plan for what’s ahead.

Learn more about Madelyn and expanded access to Forward Investment Services in the Northwoods.

Forward Investment Services expands access in the Northwoods, with Financial Advisor Madelyn Wanke offering appointments in Three Lakes and St. Germain.

09/14/2026

: 📸 "Sun Going Down" | Sandy Klatt (Forward Bank, Marshfield, WI)

09/10/2026

Will Medicare cover long-term care if you need it someday? The answer may surprise you.

Medicare can help with qualifying medical care and short-term rehabilitation, but it generally doesn't cover ongoing assistance with everyday activities. Understanding where long-term care insurance fits in can help you plan ahead with greater confidence.

Learn how the two can work together in our latest article.

Learn how Medicare and long-term care insurance work together, what Medicare covers for long-term care, and when additional coverage may help.

09/09/2026

A few of the Forward Investment Services team members recently took advantage of a beautiful day at Braem Park in Marshfield for some pickleball. 🏓Marisa teamed up with Camren to take on Nathan and Aaron, who came out on top this time around.

A fun afternoon, a little competition, and a great way to spend some time together as a team.

We have a feeling there may be a rematch! 😮