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

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

• It’s Not Too Late to Become Financially Literate

  No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps toward your financial goals.

• Financial Planning in Today’s Fast-Paced World

  In today’s fast-paced environment, careful financial planning is crucial when it comes to growing and preserving your wealth.

• Thriving in a Volatile Market

  Manage uncertainty during market shifts.

• A Mid-Year Financial Plan Review Makes Sense

  The changes you make today might be the benefits you need long-term.

• Is the Roth 401(k) an Option for You?

  Since it first became available in 2006, many employers have added the Roth 401(k) to their benefit packages as a retirement savings option.

• 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.

• Estate Planning

  In this presentation, we’ll take a look at some general estate planning concepts and strategies.

• An Early Bird’s Guide to Year‑End Planning: 8 Steps to Review Before Q4

  Preparing early for year‑end planning may help reduce stress. Explore 8 key steps to review before deadlines approach.

• Learn

  Learn at your own pace, attend live online events, and turn to your team for personalized guidance.

• 5 Financial Bad Habits to Cut This Year

  When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck.

• The Hidden Gems of IRAs: 5 Little-Known Facts You May Not Know

  Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed.

• Market Volatility and the Importance of Staying the Course at Different Ages

  Staying the course through market volatility has different implications at ages 20, 30, 40, 50, and into retirement. Check out these tips. 

• Why Wealthy Individuals Would Consider Not Converting to a Roth IRA

  While a Roth IRA conversion may suit some, wealthy individuals may not consider this investment strategy under certain circumstances.

• 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.

• Top 5 Year-End Planning Moves to Review This Fall

  Review five important year-end planning moves that could help manage taxes, investments, and financial priorities before December.

• 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.  

• 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.

• 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.