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  • Family Wealth: Talking to Your Children About Inheritance

    Generational wealth involves financial planning, where parents or grandparents pass wealth to loved ones after they die.

  • Invest

    Together, we’ll create a financial plan that that supports your goals and keeps your wish list in mind. Regular meetings will help you stay on track.  

  • 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.

  • Riding the Rollercoaster: Investing During Inflation and Market Volatility

    In today's economic environment, where market volatility and inflation are often unpredictable and inevitable, investing can sometimes feel like a rollercoaster.

  • 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.

  • 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.

  • 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 Wealth Management

    Welcome to Broadview Wealth Management. Our trusted advisors are here to handle your investments, retirement, insurance, and wealth management needs.

  • 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.

  • Close to Retirement? What to Know About the SECURE Act 2.0

    Are you getting close to retirement and trying to stay on top of any changes to the retirement laws that may impact your goals and strategy? With the Secure Act 2.0 now signed into law, there are numerous retirement-related provisions included in the Omnibus Appropriations package that may be of interest to you.

  • 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.

  • What Wealthy Individuals Need to Consider Before Applying for Medicare

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

  • Retirement Planning: A Map to Changes in 2024

    Navigating these demands an adaptable approach to planning your finances.

  • 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.

  • 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.

  • Estate Planning and Asset Protection: Are They The Same?

    You may sometimes hear the terms "estate planning" and "asset protection" used interchangeably. They actually have different meanings, and it's important to incorporate both strategies into future financial plans.

  • 4 Reasons to Consider a Life Insurance Policy

    Life insurance is not about death, but instead about the future and security of your loved ones. If you have not yet made the jump to purchase your life insurance policy, below are four reasons you should consider one.

  • 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.

  • Why Financial Preparedness Is a Smart Investment

    Only about two-thirds of Americans could cover an unexpected $400 expense. Here are some of the most crucial steps you may take to work on financial preparedness.

  • 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.