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20 Results

  • Calculators

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

  • Matt Clement

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

  • Broadview Wealth Management

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

  • What Should Millennials Consider Doing With Their Money?

    As the oldest millennials have reached their forties, this generation is purchasing homes, paying off student loans, and starting their families. But while millennials might get some teasing for their "avocado toast" tastes and penchant for convenience, these 30-to-40-year-olds represent a powerful economic force. What are millennials spending their money on now, and what might they do to help increase their assets over the next few decades?

  • 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,

  • 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.

  • Spreading Holiday Cheer with Year-End Giving

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

  • 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.

  • Nick Hanna

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

  • 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.

  • Steven Massey

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

  • 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.

  • 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.

  • Brian Hooks

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

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

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

  • 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.

  • An Essential Guide to Estate Planning Preparedness

    If you have not begun to prepare an estate plan, or if your estate planning efforts have stalled, what can you do to get back on track? Here are seven crucial steps to take when planning your estate.

  • Strategies Using Life Insurance

    Life insurance is not only about protecting your survivors in the event of your death. Depending upon the type of policy you purchase, it can also enable you to meet specific life goals.