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• 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.

• Is Life Insurance Through Work Enough?

  From our subsidiary Broadview Insurance Agency: If your employer offers life insurance, chances are you’ll get a decent amount of coverage.

• How to Navigate Buying a Home During High Inflation

  With rising housing prices and interest rates, you may feel pressured to jump on the carousel to avoid being left behind.

• No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

  Just like Groundhog Day, our financial habits can repeat themselves, month after month and year after year.

• 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.

• Everyone Needs an Estate Plan—Even If You Are Single with No Dependents

  Estate planning is also significantly relevant for single individuals without children.

• 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.

• Spreading Holiday Cheer with Year-End Giving

  The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions.

• Navigating the 4 Phases of Retirement

  Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready?

• 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.

• 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.

• Show Loved Ones You Care This Valentine's Day With An Updated Estate Plan

  Hopefully, you’re planning to give all of your loved ones plenty of affection this Valentine's Day. But what if you weren’t around? To make sure everyone is fully protected when you’re gone, you need an estate plan. This year, show everyone you care by making sure your plan is fully updated. Check out these tips to do this task properly.

• 3 Ways Planning For Retirement is Like Planning For Summer Break

  For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've adequately prepared, planned, and saved. Below, we discuss three ways that planning ahead for your retirement can be like scheduling your summer.

• Are You Retirement Ready?

  The key for many people in this generation is to provide guidance and support to their parents without derailing their own life and long-term goals. Here are some tips that may help.

• Government Shutdown: How to Navigate the Market and Manage Your Portfolio

  How to manage your portfolio during a government shutdown.

• How to Manage Your 401(k) Investments: DIY or Hire a Financial Professional?

  Managing 401(k) investments is crucial to planning one's financial future.

• Year-End Tax Planning Considerations for Capital Gains

  Year-end tax planning can help investors manage their overall tax liability while seeking to manage investments for suitable tax outcomes. In this article, we explore four key tax planning areas for capital gains: what it is, tax law changes, tax efficiency, and offsetting capital losses.

• A 529 Plan is a Powerful Tool to Save for College

  For many families, there’s a sense of excitement and anticipation that fills the air as high school seniors prepare to embark on their next journey: college. The rising costs of higher education necessitate careful financial planning, and an upcoming graduation serves as a timely reminder to assess one's savings strategy, explore available resources, and prioritize building a solid financial foundation for the future.

• Retirement Re-education: Back to School Time for Retirement Planning

  Now is the time to consider a ‘retirement re-education’ by reviewing your retirement plan and overall strategies to see if they still align with your greater plans and goals.

• 6 Retirement Tips for Surviving the Sandwich Generation Squeeze

  Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation."  While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial squeeze as they juggle the cost of care for their elderly parents with care for their children. Due to the financial strain, saving for retirement gets put on the back burner.