What can we help you with today?

20 Results

  • Megan Burdick

    tertiary Megan Burdick Financial Consultant Megan Burdick started her career in the financial services industry in 2020 as a travel teller, and has worked her way to her current role as a

  • Why Women are More Savvy Investors than Men

    Learn a few of the reasons women are considered more savvy investors.

  • Beau LaPage

    tertiary Beau LaPage Financial Consultant Beau is a Financial Consultant with Broadview Wealth Management, and originally joined Broadview FCU in 2023. He began his banking career in 2021 as a

  • Year-End Tax Planning Considerations for Capital Gains

    Year-end tax planning can help investors manage their overall tax liability while seeking to manage investments for suitable tax outcomes. In this article, we explore four key tax planning areas for capital gains: what it is, tax law changes, tax efficiency, and offsetting capital losses.

  • What Wealthy Individuals Need to Consider Before Applying for Medicare

    As wealthy individuals age, healthcare and health insurance coverage become increasingly important.

  • Financial Freedom, Market Volatility, and You

    If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a volatile stock market, and recession fears, many investors find themselves wondering how to proceed.

  • From Assets to Legacies: A Guide to Thoughtful and Impactful Giving

    For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, their wealth comes with the ability to create significant change.

  • Saving for College: 529 Plans

    A few simple tools and tips can help students and families save for college.

  • Retirement Bound

    Learn about the five important steps you can take now on your journey toward the goal of a happy, secure retirement.

  • Retirement Annuities Explained: What They Are and How They Work

    Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

  • Plan

    Protect your financial security and personal wellbeing and leave confusing, time-consuming insurance shopping behind.

  • How Much Should I Have in My 401(k)?

    A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement.

  • Jordan West

    Check the background of investment professionals associated with this site on FINRA’s Broker Check.

  • LPL Outlook

    The mid-year outlook is designed to help you assess conditions over the second half of the year.

  • A 529 Plan is a Powerful Tool to Save for College

    For many families, there’s a sense of excitement and anticipation that fills the air as high school seniors prepare to embark on their next journey: college. The rising costs of higher education necessitate careful financial planning, and an upcoming graduation serves as a timely reminder to assess one's savings strategy, explore available resources, and prioritize building a solid financial foundation for the future.

  • Retirement Re-education: Back to School Time for Retirement Planning

    Now is the time to consider a ‘retirement re-education’ by reviewing your retirement plan and overall strategies to see if they still align with your greater plans and goals.

  • Todd Trombly

    Check the background of investment professionals associated with this site on FINRA’s Broker Check.

  • Four Ways to Improve Your Financial Literacy

    Personal finance is an important area of knowledge—but it's not always taught in schools. Read on for four tips and tricks that may significantly improve your financial literacy.

  • 529 Plans: The Ins and Outs of Contributions and Withdrawals

    529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals.

  • 401(k) Rollover Options to Consider

    When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k).