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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.

• Retirement Planning: A Map to Changes in 2024

  Navigating these demands an adaptable approach to planning your finances.

• 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.

• Steven Massey

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

• 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.

• 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.

• Harry Hartman

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

• What You Need To Know for the 2024 Tax Season About Credits, Deductions, and Policies

  The 2024 tax season is approaching, so be prepared for any changes that could affect your return.

• How to Recognize and Protect Yourself Against Tax Identity Theft

  A common type of identity theft involves the use of someone's Social Security number to unlawfully intercept their income tax refund. Unfortunately, this fraud often isn't discovered until the victim tries to file their taxes. Instead of getting a quick refund, they may instead be facing a lengthy battle with the IRS.

• Social Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan

  If you're nearing retirement age, you know the Social Security process and how much you will likely receive.

• You Might Not Want to Max Out Your 401(k) Right Away

  Contributing to a 401(k) plan is an excellent method for saving for retirement.

• Aging with Financial Security: Practical Steps for Planning Your Parents' Finances

  There are often red flags you may notice that indicate your parents have reached a point where they need help with their finances

• Retirement Planning: The Ultimate Endless Summer Adventure

  Here are some tips and tricks to help manage your retirement to have the goal of being carefree and relaxing as a child's summer vacation.

• A Financial Checklist for Life-Changing Events

  When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.

• Five Keys to Investing for Retirement

  Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started.

• How a 529 Plan Can Benefit You: Estate Planning and Wealth Transfer

  A 529 plan may offer multiple benefits as part of an estate planning and wealth transfer strategy.

• Government Shutdown: How to Navigate the Market and Manage Your Portfolio

  How to manage your portfolio during a government shutdown.

• Retiring on Your Own Terms: 7 Ways You Can Work Toward an Early Retirement

  Many dream of working toward early retirement, but getting there generally doesn’t happen by accident.

• 3 Moments in Life Where You Should Consider Consulting a Financial Professional

  If you've ever wondered why so many lottery winners (an estimated 70 percent) seem to blow through all their winnings so quickly, the answer often lies in two key traits: overconfidence and trusting the wrong people.1 The same holds true for many athletes, musicians, and movie stars—even a multi-million-dollar jackpot or contract isn’t likely to go far when you're purchasing multiple homes, luxury vehicles, and keeping a large staff of assistants on your payroll.