Forward Investment Services

06/24/2026

Life changes throughout the year—and your budget should adapt with it. 🔃

A mid-year financial check-in can help you:
• Identify overspending
• Reevaluate priorities
• Adjust savings goals
• Plan ahead with confidence

Your budget isn’t meant to be perfect. It’s meant to work for your life today.

06/18/2026

A small increase today could make a big difference tomorrow. 📈

Mid-year is the perfect time to review your retirement contributions and see if they still align with your long-term goals.

Even increasing your contribution by 1–2% may have a meaningful impact over time thanks to compound growth.

06/15/2026

: 📸 "Buzzin' through the day" | Megan Genteman (Forward Bank, Marshfield, WI)

06/10/2026

Marisa Steinbach is passionate about helping individuals and families plan for the future with confidence and clarity. 💼📈

As a Financial Advisor in Marshfield, Marisa works closely with clients to understand their goals and build personalized strategies that support them through every stage of life. She’s focused on creating meaningful relationships and helping make financial decisions feel approachable and informed.

Whether you’re planning ahead, preparing for milestones, or simply looking for guidance, Marisa is always happy to be a trusted resource along the way.

06/10/2026

It's BACK! 📸 The Forward Calendar Photo Contest! Vote for favorites by June 16th.

06/08/2026

An emergency fund isn’t built overnight—and that’s okay. Even small, consistent deposits can help strengthen your financial safety net over time.💲

A mid-year financial check-in is a good reminder to review:

• Emergency savings
• Monthly expenses
• Upcoming financial needs
• Long-term savings goals

See more mid-year financial planning tips in our latest article from Forward Investment Services.
https://www.forward.bank/about/the-hangout/investments/your-mid-year-financial-check-in/

06/03/2026

Halfway through the year already?

Now is a great time for a financial check-in:
✔ Review your budget
✔ Revisit savings goals
✔ Check retirement contributions
✔ Evaluate debt progress
✔ Update insurance coverage
Small adjustments today can make a meaningful difference by year-end.

Read more in our latest article:
👉

Mid-year is the ideal time for a financial check in. Assess your goals, budget, savings, debt, and credit to stay on track.

05/31/2026

Celebrating another year of dedication and achievements! Your expertise and commitment continue to make a meaningful impact.

⭐Nathan Bilodeau - 8 Years (Medford, WI)

05/29/2026

Whether it’s a home, travel, continuing your education, or simply having more flexibility, what you’re working toward matters.
The habits you build now can help support those plans over time, whatever they may look like.

You don’t need to be perfect, just intentional.

05/27/2026

A budget doesn’t have to be complicated. It’s simply a way to be intentional with your money.

A good place to start: Spend what you need, save for what’s ahead, and set something aside to grow over time.

Find a balance that works for you.