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  • A Beginner’s Guide to Investing

    When you start to consider if investing is an appropriate option for you, you may have questions. It’s OK to have questions. Investing can be a challenging subject to grasp. The more you learn about investing and the potential benefits, the more your confidence may grow.

  • Overcoming the Dual-Caregiving Dilemma

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

  • Long-Term Investing

    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.

  • 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.

  • Worried About Your Financial Health? It May Be Time For A Checkup

    Consider these seven steps that you can take to assist you in evaluating where you stand financially and to help you determine a reasonable course of action to plan for the future.

  • Investing vs. Saving: Key Differences and Why Your Money Mindset Matters

    You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing.

  • 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.

  • 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.

  • Mortgage Refinance

    Compare your current loan to a new one you’re considering with our Broadview Wealth Management mortgage refinance calculator. See if you can lower your monthly payments and owe less over the life of your mortgage.

  • Is the Roth 401(k) an Option for You?

    Since it first became available in 2006, many employers have added the Roth 401(k) to their benefit packages as a retirement savings option.

  • The Importance of Choosing the Right Life Insurance Policy for Your Retirement Years

    Life insurance has its benefits, and choosing a manageable life insurance policy is a critical step in your retirement planning.

  • Cybersecurity Tactics for Small Business Owners

    Cybercriminals may be more dangerous to small businesses than to large corporations.

  • Why Is My Check Engine Light On?

    From our subsidiary Broadview Insurance Agency: This guide to seven important dashboard lights can give you a jump start on the road to safer driving and help you stay on top of vehicle maintenance and repairs.

  • A Business Owner's Guide to Employee Retirement Savings Plans

    Learn how employee retirement plans like 401(k)s and profit-sharing can attract talent, reduce taxes, and strengthen your business long term.

  • 6 Tips for Reducing Social Security Taxes

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

  • A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement

    Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you’ll find a useful countdown of the five biggest steps to developing a solid retirement plan.

  • Post-Holiday Financial Recovery: Bouncing Back from Seasonal Spending

    The holidays are a season of giving, rejoicing, and celebrating. And sometimes, being joyous means having to spend some money

  • Jim Faranda

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

  • Michael Hastings

    tertiary Devin Fucci Senior Client Services Associate Devin Fucci has been with Broadview Wealth Management since 2003. She originally joined our team as a receptionist before transitioning to the