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20 Results

• Investing vs. Saving: Key Differences and Why Your Money Mindset Matters

  You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing.

• What to Know Before You Open Your Next Investment Account

  Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you earn over time.

• Old 401(k), New Tricks: 6 Tips for Rolling Over Your 401(k)

  Tips to help the rollover process go quickly and smoothly for you.

• 6 Tips for Reducing Social Security Taxes

  Determining how your income impacts Social Security (SS) taxes is important for tax planning.

• 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.

• Make the Most of Your Tax Write-Offs for Giving Tuesday

  Here are some tips and tricks for managing your deductions and charitable purposes on Giving Tuesday.

• Year-End Financial Planning for Families

  Here’s a closer look at seven essential areas where reviewing may enable you and your loved ones to better navigate the path to financial success.

• 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?

• Invest

  Together, we’ll create a financial plan that that supports your goals and keeps your wish list in mind. Regular meetings will help you stay on track.  

• Women and Money

  Join us to explore the unique financial challenges women face and discover actionable steps to secure your financial future.

• LPL Outlook

  LPL Outlook 2025: Pragmatic Optimism

• Broadview Wealth Management

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

• The Early Bird Advantage: Why Timely Year-End Planning is Essential

  Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over.

• Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance

  Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief.

• 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.

• 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.

• 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.

• 5 Milestones That Mean It's Time for a Life Insurance Review

  Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood.

• 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.

• Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

  Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you need when preparing this year's taxes.