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20 Results

• Overcoming the Dual-Caregiving Dilemma

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

• Brian Hooks

  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.

• 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.

• 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.

• Ron Bender

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

• Nicole Mann

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

• Mortgage Refinance

  Compare your current loan to a new one you’re considering with our Broadview Wealth Management mortgage refinance calculator. See if you can lower your monthly payments and owe less over the life of your mortgage.

• 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.

• Savings & Interest

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• Harry Hartman

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

• Financial Independence for the Sandwich Generation

  The “Sandwich Generation” faces a lot of struggles. If you’re unfamiliar with this term, it describes a demographic where usually middle-aged individuals must support aging parents at the same time they’re raising children. This situation can create an emotional and financial strain.

• 6 Telltale Signs You're Not Saving Enough for Retirement

  Consider these six telltale signs to help you decide if today is the day you need to change your saving strategy.

• Family Wealth: Talking to Your Children About Inheritance

  Generational wealth involves financial planning, where parents or grandparents pass wealth to loved ones after they die.

• Jim Faranda

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

• A Taxpayer’s Guide to Exemptions, Deductions, and Credits

  The IRS provides a few ways taxpayers can reduce the taxes they owe if they qualify for certain exemptions, deductions, and credits.

• 5 Homeowner Estate Planning Tips to Consider

  Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.

• 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.

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

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

• As Volatility Increases, So Does Retirement Worry

  Getting ready for retirement involves more than just calculating how much you will need and the rate you can draw down your savings. The years before you retire is a crucial time to prepare both financially and psychologically.