BNG Investment Services

10/20/2026

The holidays often bring families together, making it an ideal time to ensure important documents are organized and accessible. Consider locating items such as wills, trusts, healthcare directives, powers of attorney, and beneficiary records.

Being prepared can help reduce stress and provide clarity when it matters most. For guidance on organizing your financial life, visit https://www.bnginvestments.com/

10/15/2026

Open enrollment season is here, making it the perfect opportunity to review healthcare coverage, prescription plans, retirement contributions, and anticipated expenses for the coming year.

The choices you make today can influence your financial picture tomorrow. See how your benefits fit into your overall financial strategy at https://www.bnginvestments.com/

10/14/2026

Consider a charitable gift annuity to support a charity while receiving income.

Consider a charitable gift annuity to support a charity while receiving income during your.

10/13/2026

Today we recognize and honor the cultures, histories, and contributions of Indigenous Peoples across our nation.

As we reflect on legacy and stewardship, it's also a meaningful reminder to consider the impact and legacy we hope to leave for future generations. Learn more about long-term financial planning at https://www.bnginvestments.com/

10/10/2026

Beneficiary designations are one of the most important parts of an estate plan, yet they're often overlooked. A major life event, changing family dynamics, or simply the passage of time can make a review worthwhile.

Taking a few minutes now may help ensure your assets are distributed according to your wishes. Learn more about protecting your legacy at https://www.bnginvestments.com/

10/08/2026

Many financial challenges can be avoided with simple planning. Updating account information, reviewing beneficiary designations, or revisiting estate documents can help prevent confusion and complications later.

Small actions today can create lasting peace of mind for you and your loved ones. To start the conversation, visit https://www.bnginvestments.com/

10/07/2026

As the year comes to a close, it's a great time to check in on the progress you've made toward your financial goals. Are your savings on track? Does your portfolio still reflect your objectives? Have your beneficiaries and trusted contacts been reviewed recently?

A few small reviews today can help you feel more confident about tomorrow. Connect with BNG Investments to discuss your year-end planning needs at https://www.bnginvestments.com/

09/30/2026

The Bank of New Glarus is excited to continue a cherished tradition in our Darlington community.
Please join us for our 25th Annual Homecoming Cookout and enjoy a complimentary lunch in celebration of school spirit and community connection.
We look forward to seeing you there.
Go Redbirds!

09/23/2026

Seven retirees opened up to the Wall Street Journal about their finances and how they spend their time.

09/22/2026

Many important financial deadlines approach quickly at year-end. Waiting until the last minute can limit your options and create unnecessary stress.

Whether you're evaluating retirement contributions, tax-saving opportunities, or your overall financial strategy, now is the time to act.

📞 Don't wait until the clock runs out. Contact us today: https://www.bnginvestments.com/