Chantel Bonneau - WiseFit Wealth Management and Insurance Solutions

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions.

7 of the Biggest Mistakes People Make With Their Wills An effective will can make a difficult time a little bit easier for your family. Watch out for these mistakes.

I’m honored to be recognized on the 2026 Best-In-State list as one of the Top Financial Security Professionals in California.

This prestigious list recognizes the best life insurance professionals across the nation not only based on production, but on high-levels of client service. It is an extremely competitive accomplishment to qualify, and I could not have done so without the hard work of my team and the trust of my clients. Thank you for choosing me as your financial partner!
Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo.

https://www.forbes.com/lists/best-in-state-financial-security-professionals/

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan.

Your Midyear Financial Checkup Keep your financial goals on track for the rest of the year. Here is a month-by-month guide to help you stay focused.

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals.

Average Net Worth by Age (and How to Keep Yours Growing) Net worth is one part of your financial picture. Here’s the average by age in the U.S. and some tips to improve your financial confidence.

Headlines vs. Reality

73% of Americans say they feel prosperous today.

At first glance, that might seem surprising given the constant headlines about inflation, housing costs and economic uncertainty.

But as I’ve been sharing in recent conversations, what’s happening in the broader economy doesn’t always reflect what’s happening in people’s personal financial lives.

In fact, many people feel good about the things they can control, like their relationships, their well-being and their financial progress, even if they feel less optimistic about the economy or politics overall.

That’s because financial progress isn’t one-size-fits-all. For some, it’s paying down debt. For others, it’s building savings, investing for the future or simply feeling more confident and prepared than they did a year ago.

I see this every day in my work. Progress is personal, and it often happens quietly, without making headlines.

Sometimes, the best way to measure how far you’ve come is to step back and look at your own journey.

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

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

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.

Should You Convert Term Life Insurance to Permanent? 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.

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!

moneylifeshow.com

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:

Americans report rising sense of prosperity despite economic unease: Northwestern Mutual Financial planning is highlighted with advisors showing clear benefit to client sentiment.