Advice Center

How ‘Secure’ Is Your Retirement?

Social Security and Medicare trustees expect the programs’ costs to surpass income next year. This means the programs will have to rely on a trust fund to cover benefits – and officials anticipate that fund will run out by 2035, according to an April 22, Wall Street Journal report.

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How to Avoid These 5 Common Mistakes Retirees Make

We spend so much time focused on saving for retirement that sometimes we forget to continue planning once we reach our retirement goals.

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5 Common Retirement Savings Mistakes (and How to Avoid Them)

While it might be fun to daydream about how we want to spend our retirement years, if those dreams never become part of a plan, it can be extremely difficult to make them come true.

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Wealth Management Team Members Share Words of Wisdom

How many times do you find yourself thinking (or singing), “I wish that I knew what I know now, when I was younger” – especially when it comes to your finances?

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Financial Planning by Age Group

While your age shouldn’t determine whether or not you take steps to plan for a financially sound retirement, it can actually help you decide how much to save.

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Investing in International Funds

Whether or not you invest in international funds depends on many factors, including your timeframe, goals, risk tolerance and financial situation.

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Supporting Charitable Causes and Easing Your Tax Burden

When it comes to charitable giving, donating cash might not always be the most effective method.

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How You Can Make a Difference (and Save on Taxes) with a Trust

“Giving is not just about making a donation. It is about making a difference.” Those words (from Kathy Calvin, president and CEO of the United Nations Foundation) powerfully define the altruism behind charitable giving.

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Unpacked: “Smart Dollar” Takeaways for Financial Health

At Bell, we’re passionate about financial well-being – not only for our customers, but employees, too. That’s why we decided to offer Dave Ramsey’s Smart Dollar program to our staff.

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Skipping Your Investment Review Not Worth the Risks

The biggest gamble is potentially missing out on an opportunity to make adjustments if your financial strategy no longer aligns with your goals.

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How to Send (Personalized) Popmoney!

With Popmoney you can send a monetary gift with a sincere, personalized message to your loved ones in just 5 minutes.

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Is Your Debt Healthy or Unhealthy?

Debt has become a bit of a 4-letter word when it comes to financial planning, but not all debt is created equal.

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Going on Vacation? Take Bell with You!

Here are 5 of the best mobile features to use on vacation this summer.

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How to Manage Your Money After Graduation

With a list of uncertainties, it’s easy for new grads to feel overwhelmed. We’re here to help!

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