Chantel Bonneau - WiseFit Wealth Management and Insurance Solutions

06/17/2026

06/15/2026

Last Chance to RSVP!

Planning for long-term care is often overlooked, but it can play an important role in your overall financial picture. Join us for a live webinar, Smart Long Term Care Planning, exploring key considerations, potential impacts, and strategies to help you plan more confidently. More details are below:

Tuesday, June 16
12 - 1pm PST
Q&A Session with WiseFit Advisors

Register now to reserve your spot! https://nm.zoom.us/webinar/register/WN_u6nDZUyPS0aIlRthEGNOXg

06/09/2026

Planning for long-term care is often overlooked, but it can play an important role in your overall financial picture. Join us for a live webinar, Smart Long Term Care Planning, exploring key considerations, potential impacts, and strategies to help you plan more confidently. More details are below:

Tuesday, June 16
12 - 1pm PST
Q&A Session with WiseFit Advisors

Register now to reserve your spot! https://nm.zoom.us/webinar/register/WN_u6nDZUyPS0aIlRthEGNOXg

06/03/2026

If you have a term life insurance policy, converting it to permanent life insurance could help ensure your financial security and that of your loved ones.

There are several reasons you might want to convert a term life insurance policy to a permanent policy. Here's what you need to know about term conversion.

05/28/2026

I recently had the opportunity to join Money Life with Chuck Jaffe to discuss insights from Northwestern Mutual’s Personal Prosperity Index and what it tells us about how Americans are feeling about their finances today.

While many people feel confident about their personal well-being, including relationships, health, and day-to-day finances, there is still uncertainty when it comes to the broader economy and political climate. It is a reminder of how important it is to stay focused on what we can control and build a strong, holistic financial plan.

You can listen to the full conversation here: https://moneylifeshow.com

Thank you to Chuck for the great conversation!

05/27/2026

Even in uncertain times, the right financial plan can help you get back to feeling prosperous.

Last week, Northwestern Mutual launched their inaugural Personal Prosperity Index which found that, regardless of wealth status, people who worked with a financial advisor felt significantly higher levels of prosperity compared to those without an advisor. Read more:

Financial planning is highlighted with advisors showing clear benefit to client sentiment.

05/20/2026

What the “Magic Number” for Retirement Really Tells Us

According to recent data from Northwestern Mutual, San Diegans now believe they’ll need $2.1 million to retire comfortably — a number that reflects just how much retirement expectations have shifted in recent years.

To me, this highlights something bigger than just retirement savings goals.

People are navigating rising costs, longer life expectancy, market uncertainty and questions about the future of Social Security all while trying to picture what a secure retirement actually looks like.

It’s no surprise that retirement planning feels more complicated today than it did even a few years ago.
But the most important takeaway is this: retirement planning shouldn’t be about chasing a single number. It should be about creating a strategy that supports the life you want to live.

Your ideal retirement may look very different from someone else’s depending on your goals, lifestyle, family priorities and timeline. The “magic number” can be a useful benchmark, but real confidence comes from having a thoughtful financial plan behind it.

If retirement has been on your mind lately, this is a good reminder to revisit your goals, evaluate your strategy and make sure your plan still aligns with the future you want to build.

05/13/2026

Learning the language of finance is the first step toward deeper understanding—and better conversations—about your money.

Learn key terms for investing, estate planning, buying a home, and more.

05/06/2026

If saving for your child’s education is a major goal, I can help you find the college savings options that would work best for your family.

When it comes to saving for your child’s college education, you may have more options than you realized. Here are seven of the best.

04/29/2026

If you want to get started with investing, I'm here to help.

Before you start putting your money to work, learn the basics of how to invest.