Forward Investment Services

08/27/2026

If an inheritance can't be distributed because beneficiaries can't be located or assets go unclaimed, those funds may eventually be transferred to a state's unclaimed property program. The money doesn't necessarily disappear—but finding and claiming it can take time and paperwork.

One of the easiest ways to help your loved ones is to:
• Keep beneficiary designations current.
• Make sure your financial institutions have your current contact information.
• Let trusted family members know where important financial documents are kept.

Forward Investment Services can help you review your financial accounts as part of your overall financial plan.

This information is for educational purposes and is not legal or tax advice.

08/22/2026

Congratulations on another year of excellence! Your expertise, leadership, and commitment continue to make a lasting impact on our team and those you serve.

⭐Marisa Steinbach - 10 Years (Marshfield, WI)

08/21/2026

Celebrating another year with Forward! Your dedication, expertise, and willingness to support your teammates continue to make a meaningful impact every day.

⭐Kaleb Abney - 3 Years (Marshfield, WI)

08/19/2026

One of the easiest financial checkups you can do is reviewing your beneficiary designations.
They're easy to forget—but incredibly important.

If it's been several years or you've experienced a major life change, consider reviewing them to make sure they're still up to date.

Forward Investment Services is happy to help guide the conversation.

This information is for educational purposes and is not legal or tax advice.

08/17/2026

: 📸 "The Storm Front" | Colleen Novy (Forward Bank, Phillips, WI)

08/13/2026

Being a single parent means balancing a lot, and your financial plan is an important part of supporting the people who matter most. ❤️

Whether you're creating a budget, building an emergency fund, saving for retirement, or planning for the unexpected, taking small steps today can help create greater financial confidence for tomorrow.

Our latest article shares practical tips to help you build a stronger financial future for you and your family. Everyone's financial journey is different. If you'd like help creating a plan that fits your family's needs, we're here to help.

👉 https://www.forward.bank/about/the-hangout/investments/financial-planning-tips-for-single-parents/

Being a single parent can be rewarding and challenging, especially when managing finances independently. By building financial security for yourself and your family, you can more easily address financ...

08/11/2026

Life changes. Your financial accounts should too. Many people update their address or phone number but forget about the beneficiary forms they completed years ago.

Consider reviewing them after:
✔ Marriage
✔ Divorce
✔ Birth or adoption
✔ Retirement
✔ Death of a beneficiary

Forward Investment Services can help you make sure your accounts align with your overall financial plan.

This information is for educational purposes and is not legal or tax advice.

08/10/2026

Whether you're building your career, growing your family, or enjoying retirement, having a will can help ensure your wishes are clear and your loved ones are cared for. ❤️

A will can help you:
✅ Name guardians for your dependents
✅ Specify how you'd like your assets distributed
✅ Help reduce confusion for your loved ones
✅ Leave a lasting legacy by supporting the causes you care about

August is National Make-A-Will Month—a great reminder to take an important step toward protecting your future.

While an attorney can help you create a will, Forward Investment Services can help you review your financial accounts and beneficiary designations as part of your overall financial plan.

This information is for educational purposes and is not legal or tax advice.

08/06/2026

Your will is an important part of your estate plan—but it doesn't control every asset.

Many retirement accounts, life insurance policies, and investment accounts pass directly to the person listed on your beneficiary designation.

That's why it's important to review your beneficiaries after major life events like:
• Marriage
• Divorce
• Birth of a child
• Death of a loved one

Need help reviewing your financial accounts? Forward Investment Services is here to help.

This information is for educational purposes and is not legal or tax advice.

08/05/2026

Madelyn Wanke is passionate about helping individuals and families plan for the future with confidence and clarity. 📈

As a Financial Advisor serving Medford, Phillips, St. Germain, and Three Lakes, Madelyn works closely with clients to understand their goals and develop personalized strategies that support them through every stage of life.

Whether you're planning for retirement, investing for the future, saving for education, or building long-term wealth, Madelyn is committed to providing trusted guidance and building lasting relationships along the way.

Looking for a financial advisor who understands your goals? Madelyn is always happy to connect.