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  • Make the Most of Your Tax Write-Offs for Giving Tuesday

    Here are some tips and tricks for managing your deductions and charitable purposes on Giving Tuesday.

  • Tis the Season to Be Prepared: How to Recession-Proof Your Holiday Sales

    For many small businesses, the holiday season is the busiest and most profitable time of year.

  • Eight Things You Must Know About Medicare

    Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare.

  • Are You Eligible for the No Tax on Tips Provision One Big Beautiful Bill Act 2025

    The One Big Beautiful Bill Act (OBBBA) of 2025 introduces a new federal tax deduction for tip income.

  • Additional Insurance

    From our subsidiary Broadview Insurance Agency: Additional coverage options include jewelry, valuables, service line equipment, umbrella, wedding, and student tuition reimbursement.

  • It’s Not Too Late to Become Financially Literate

    No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps toward your financial goals.

  • Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

    Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you need when preparing this year's taxes.

  • Term Life

    From our subsidiary Broadview Insurance Agency: Fast, easy, and 100% digital, life insurance through our partner Ladder.

  • Personal

    From our subsidiary Broadview Insurance Agency: Personal Insurance gives you the coverage for the things that matter most: vehicle, property, recreational vehicles, and more.

  • What Should Millennials Consider Doing With Their Money?

    As the oldest millennials have reached their forties, this generation is purchasing homes, paying off student loans, and starting their families. But while millennials might get some teasing for their "avocado toast" tastes and penchant for convenience, these 30-to-40-year-olds represent a powerful economic force. What are millennials spending their money on now, and what might they do to help increase their assets over the next few decades?

  • Broadview Insurance

    At Broadview Insurance Agency, our goal is to make insurance easy, convenient, and affordable to help you protect what matters most. We do the comparison shopping for you by working with multiple carriers to offer a full range of insurance products such as auto, home, life, student benefits, and more.

  • Wealth and Retirement Planning: 6 Ideas to Help You Get Your Finances in Order

    Discover six smart wealth‑planning strategies—from taxes to withdrawal planning—to help wealthy individuals prepare for a confident retirement.

  • Vehicle Insurance

    From our subsidiary Broadview Insurance Agency: We understand how important vehicle protection is in the event of an accident. Whether you own or lease, our agency has multiple options, allowing you to choose coverage that fits you best.

  • 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.

  • The Unexpected Limitations of Personal Tax Deductions

    The world of personal taxation and tax deductions can often be puzzling. While these elements aid in reducing one's tax burden, they may also come with unexpected limitations. These limitations can take taxpayers by surprise, reducing the potential tax reduction they envisioned when filing taxes.

  • The Best Gift You Can Give Your Kids as a Single Parent is an Estate Plan

    Single parents shoulder the responsibility of not only providing for their children's immediate needs but also planning for their future.

  • What’s New for RMD Requirements

    A critical aspect of retirement planning is understanding the rules and requirements surrounding Required Minimum Distributions (RMDs) from retirement savings accounts.

  • An Introduction to Estate Planning for the Sandwich Generation

    For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're juggling multiple caregiving responsibilities daily, sitting down to draft a will is easy to put off.

  • How to Give Well and Wisely

    With so many economic and social challenges in society, contributions to charities and philanthropy efforts are needed now more than ever. While you likely may appreciate the value of giving, you also want to give wisely. Below are a few simple tips to ensure your contributions are going where they are needed.

  • Overcoming Market Uncertainty: Financial Strategies for Retirement Savers

    Learn strategies to manage retirement savings during market uncertainty, inflation, and shifting interest rates.