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• 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.

• 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.

• 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.

• The Best Gift You Can Give Your Kids as a Single Parent is an Estate Plan

  Single parents shoulder the responsibility of not only providing for their children's immediate needs but also planning for their future.

• 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.

• 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.

• 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.

• 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.

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

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

• Retirement Planning: A Map to Changes in 2024

  Navigating these demands an adaptable approach to planning your finances.

• Overcoming the Dual-Caregiving Dilemma

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

• 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.

• Christopher Charlton

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

• The Financial Impact of Mental Health

  Mental health challenges can affect spending, debt, and income. Learn how mental well‑being impacts finances—and why support matters.

• Creating a Legacy of Change through Charitable Giving

  Philanthropy today is different than it was in the past.

• 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.

• 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 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.

• 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.

• Testimonials

  From our subsidiary Broadview Insurance Agency: Hear what our customers have to say!