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• 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.

• Broadview Wealth Management

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

• 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.

• 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.

• LPL Outlook

  The mid-year outlook is designed to help you assess conditions over the second half of the year.

• 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.

• Paul Brown II

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

• 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.

• 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.

• Jim Faranda

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

• About Us

  Whether you’re just starting out, actively building wealth, or seeking to fine-tune your portfolio –  our team is here for you!

• Investing with Purpose: A Step-by-Step Guide to Creating an Investment Savings Plan

  Creating an investment savings plan (ISP) is essential for keeping you on track toward your goals and building wealth.

• Qualified Charitable Distributions for RMDs

  Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy that may help lower their adjusted gross income (AGI).

• 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.

• Building a Strong Financial Foundation

  It is never too early to begin, and the sooner you start, the better. Consider the following steps to building a strong financial foundation:

• A Beginner’s Guide to Investing

  When you start to consider if investing is an appropriate option for you, you may have questions. It’s OK to have questions. Investing can be a challenging subject to grasp. The more you learn about investing and the potential benefits, the more your confidence may grow.

• Ringing in the New Year in Your Golden Years

  Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential.

• 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.

• An Introduction to Estate Planning for the Sandwich Generation

  For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're juggling multiple caregiving responsibilities daily, sitting down to draft a will is easy to put off.