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• Michael Hastings

  tertiary Michael Hastings Senior Financial Advisor Mike serves as a Senior Financial advisor at Broadview Wealth Management. He joined the organization in 2025 bringing more than 20 years of

• Overcoming the Dual-Caregiving Dilemma

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

• 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.

• 3 Questions to Ask Yourself Before You Claim Social Security

  If you are unsure when to start your claim, here are a few questions that may help you determine if it is time to make a claim or if you should delay a little longer.

• A Year-End Planning Guide for Business Owners

  As the year draws to a close, it's an ideal time for business owners to evaluate their company’s financial health.

• 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.

• Thriving in a Volatile Market

  Manage uncertainty during market shifts.

• Steven Massey

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

• How Much Should I Have in My 401(k)?

  A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement.

• Unlocking Your Social Security Potential: A Comprehensive Guide

  Nearly every American worker includes Social Security benefits as part of their comprehensive retirement plan.

• 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).

• Broadview Wealth Management Reaches $1 Billion Milestone

  Broadview Wealth Management, a wealth management firm located at Broadview Federal Credit Union, has officially surpassed a major milestone in its 36-year legacy of relationship-driven financial service.

• Making the Most of Social Security

  Did you know there are more than 500 ways to claim Social Security benefits?

• Basics of Social Security

  Join us and learn about how social security is funded, and how your future benefits are determined.

• Life Insurance vs. Annuities: Which is a Better Fit for You?

  Life insurance and annuities are essential financial planning tools for providing future independence.

• 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.

• Creating a Legacy of Change through Charitable Giving

  Philanthropy today is different than it was in the past.

• 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.

• Social Security Simplified: Common Questions and Answers

  Whether you are getting close to retirement or even if retirement is still a little way off, here are some common questions and answers regarding Social Security.

• Financial Planning in Today’s Fast-Paced World

  In today’s fast-paced environment, careful financial planning is crucial when it comes to growing and preserving your wealth.