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• What to Know About Multigenerational Estate Planning

  Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill. Here are some ways to handle multigenerational estate planning so that the generations after you may keep these assets in the family.

• Ten Ways to Tidy Up Your Finances This Fall: A Comprehensive Checklist

  As the leaves begin to fall and the year winds down, autumn offers more than pumpkin spice and cozy sweaters. It’s also a good time to clean up your finances.

• Making Your Money Work for You Through Giving Strategies

  Part of the joy of making money and building wealth is not solely the aim to live a flexible life of convenience; it is also giving to those we love.

• Jordan West

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

• Learn

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

• Overcoming Market Uncertainty: Financial Strategies for Retirement Savers

  Learn strategies to manage retirement savings during market uncertainty, inflation, and shifting interest rates.

• 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.

• Spring Cleaning Your Investments

  Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid of clutter, review your asset allocations and make the necessary changes if your portfolio has strayed from your financial plan.

• Five Keys to Investing for Retirement

  Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started.

• Understanding Tax Filing Options: Which One is Right for You?

  Nowadays, when it comes to filing your taxes, there are numerous options.

• 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.

• Get the Most Out of Your Retirement Planning and Tax Strategies

  Managing retirement strategies and creating goals can help you stay focused and consistent in your financial efforts.

• The Power of Purposeful Giving: Tax Planning Insights for Charitable Deductions

  Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities.

• Wealth and Retirement Planning: 6 Ideas to Help You Get Your Finances in Order

  Discover six smart wealth‑planning strategies—from taxes to withdrawal planning—to help wealthy individuals prepare for a confident retirement.

• Commercial Insurance

  From our subsidiary Broadview Insurance Agency: Safeguard your business with a comprehensive commercial insurance plan. Proper coverage reduces risk by providing protection should a company need to defend against unexpected losses. Options for commercial auto, worker's compensation, contractor's liability, products and operations, and cyber liability.

• Property Insurance

  From our subsidiary Broadview Insurance Agency: Coverage options for homeowners, renters, and landlords.

• Decisions, Decisions: Choosing Among Retirement Plan Contribution Types

  If your employer-sponsored 401(k) or 403(b) plan offers pre-tax, Roth, and/or non-Roth after-tax contributions, which should you choose?

• 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.

• 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.

• 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.