Forward Investment Services

11/02/2026

Financial literacy isn't about knowing everything. It's about building the knowledge and confidence to make informed decisions with your money.

From budgeting and saving to understanding credit, banking basics, and protecting your money, small steps can make a big difference.

Explore six essential money skills in our latest article!

Learn the basics of financial literacy, from budgeting and saving to banking, credit, debt, and planning for your financial future.

10/28/2026

Having an estate plan is an important step. Keeping it current is another.

Changes in your family, finances or priorities may mean it’s time to revisit your existing plan. Review your beneficiaries, executor, will, trusts and other important instructions to make sure they still reflect your wishes.

Your financial professional can help you consider how estate planning fits within your broader financial strategy and coordinate with your legal and tax professionals when appropriate.

10/26/2026

Estate planning isn't just about what you leave behind. It's about making things easier for the people who matter most.

From organizing important documents to reviewing beneficiaries, a little planning today can make a meaningful difference tomorrow.

Explore six essential steps to help you get started.
https://www.forward.bank/about/the-hangout/investments/6-essential-steps-for-estate-planning/

10/23/2026

Planning for your financial future starts with a conversation. 💬📈

As a Financial Advisor, Angel Denk takes the time to get to know her clients, understand what matters most to them, and help develop strategies built around their individual goals. From preparing for retirement to investing for the future and navigating life’s financial milestones, Angel is here to provide personalized guidance along the way.

Wherever you are in your financial journey, Angel is ready to help you plan for what’s ahead.

10/20/2026

Conversations about estate planning aren’t always easy—but waiting for a crisis can make them even harder.

Consider talking with your family about your wishes, finances, important documents and who you trust to help carry out your plans.

Starting the conversation now can give you an opportunity to make your wishes known and help your family better understand what matters to you.

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.