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  • Old 401(k), New Tricks: 6 Tips for Rolling Over Your 401(k)

    Tips to help the rollover process go quickly and smoothly for you.

  • 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.

  • 10 Tips to Develop Financial Wellness This Year

    Financial wellness is a state of being when one is in control of their finances, can cover expenses, and save for future goals.

  • The Hidden Gems of IRAs: 5 Little-Known Facts You May Not Know

    Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed.

  • Investing in Your 60s and Beyond

    Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a substantial shift in your investment strategy. Here are some ideas for investing in your 60s and beyond.

  • 6 Tips for Reducing Social Security Taxes

    Determining how your income impacts Social Security (SS) taxes is important for tax planning.

  • Nuances of Medicare – 5 Things to Keep in Mind

    Medicare is complex with many different moving parts involved.

  • Savings & Interest

    Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment, tax, financial, accounting or other professional advice. Broadview FCU and its affiliates cannot and do not guarantee their applicability or accuracy in regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

  • 5 Homeowner Estate Planning Tips to Consider

    Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.

  • Creating a Legacy of Change through Charitable Giving

    Philanthropy today is different than it was in the past.

  • 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.

  • Matt Clement

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

  • Brian Hooks

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

  • 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).

  • How to Prepare for Retirement

    Whether you’re just starting your career or are planning to retire this year, it’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a few essential tips everyone should keep in mind when saving up for their eventual retirement.

  • Why Wealthy Individuals Would Consider Not Converting to a Roth IRA

    While a Roth IRA conversion may suit some, wealthy individuals may not consider this investment strategy under certain circumstances.

  • Calculators

    Dial in values and tweak your input to visualize different financial scenarios. Results are for illustration only.

  • Steven Massey

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

  • Building a Strong Financial Foundation

    It is never too early to begin, and the sooner you start, the better. Consider the following steps to building a strong financial foundation:

  • Is a 529 to Roth IRA Rollover Right for You? Here's What You Need to Know

    If you have a 529 education savings plan, it can now be converted to a Roth IRA.