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• 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.

• 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.

• A Quick Guide to 529 Plans and College Savings: Dispelling Common Myths and Misconceptions

  529 plans are a tool for those looking to save for college for their children, grandchildren, or any family member.

• 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.

• Calculators

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

• Should You Be Concerned About the State of Social Security?

  Social Security, established in 1935, provides financial benefits to the elderly, disabled, and disadvantaged groups.

• Introduction to Annuities

  Learn about the different types of annuities and the pros and cons of investing in them.

• Thriving in a Volatile Market

  Manage uncertainty during market shifts.

• Broadview Wealth Management

  Welcome to Broadview Wealth Management. Our trusted advisors are here to handle your investments, retirement, insurance, and wealth management needs.

• Net Worth Calculator

  Net Worth Calculator 20 landing 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,

• Matt Clement

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

• Know What You Are Worth Today to Map Out Your Financial Future

  It does not matter how much money you have today; you still must know the details of what you are worth. Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan and live with financial independence.

• 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.

• Nick Hanna

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

• Spreading Holiday Cheer with Year-End Giving

  The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions.

• What Wealthy Individuals Need to Consider Before Applying for Medicare

  As wealthy individuals age, healthcare and health insurance coverage become increasingly important.

• How to Navigate Buying a Home During High Inflation

  With rising housing prices and interest rates, you may feel pressured to jump on the carousel to avoid being left behind.

• Spring Has Sprung: Time to Refresh Your Retirement Plan

  Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it's worth taking a closer look at your retirement savings.

• 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.

• 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.