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  • 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.

  • Broadview Wealth Management

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

  • An In-Depth Guide to Social Security Retirement Benefits and Taxes

    Social Security is a vital component of retirement income for many.

  • 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.

  • 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.

  • Stay Calm and File On Time! 7 Need-to-Know Tips for Last-Minute Tax Filing

    . If you know you usually wait until the last minute to file your taxes, a to-do list could help you stay motivated and on top of your responsibilities. Need help getting started? Here are six need-to-know tips for last-minute tax filing.

  • Retirement Planning: A Map to Changes in 2024

    Navigating these demands an adaptable approach to planning your finances.

  • How High Earners Can Build a Strong Retirement with Their 401(k)

    Approximately 60 million workers contribute to a 401(k)-retirement plan.

  • 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.

  • 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.

  • Nick Hanna

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

  • 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.

  • 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.

  • Overcoming the Dual-Caregiving Dilemma

    The "Sandwich Generation" is composed of adults who are ‘sandwiched’ between competing financial responsibilities.

  • Estate Planning for Everyone

    Have you every wondered how estate planning might fit into your overall, future plans? Even if you are just starting to build your estate and do not need complex estate planning, here’s a quick look at some steps you should consider taking in order to help prepare your family and to manage potential expenses in the event of your death.

  • 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.

  • Show Loved Ones You Care This Valentine's Day With An Updated Estate Plan

    Hopefully, you’re planning to give all of your loved ones plenty of affection this Valentine's Day. But what if you weren’t around? To make sure everyone is fully protected when you’re gone, you need an estate plan. This year, show everyone you care by making sure your plan is fully updated. Check out these tips to do this task properly.

  • Long-Term Care: Exploring Your Options

    With longer life expectancies for both men and women, it is likely that you or someone close to you will eventually need some type of long term care (LTC). You can start the LTC planning process by considering the following common options for receiving and funding care.

  • 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).