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Check the background of investment professionals associated with this site on FINRA’s Broker Check.
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tertiary Beau LaPage Financial Consultant Beau is a Financial Consultant with Broadview Wealth Management, and originally joined Broadview FCU in 2023. He began his banking career in 2021 as a
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Check the background of investment professionals associated with this site on FINRA’s Broker Check.
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tertiary Megan Burdick Financial Consultant Megan Burdick started her career in the financial services industry in 2020 as a travel teller, and has worked her way to her current role as a
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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10 Tips to Develop Financial Wellness This Year
Financial wellness is a state of being when one is in control of their finances, can cover expenses, and save for future goals.
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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.
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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.
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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.
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Whether you’re just starting out, actively building wealth, or seeking to fine-tune your portfolio – our team is here for you!
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Learn at your own pace, attend live online events, and turn to your team for personalized guidance.
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Retiring Early As a Couple: A Financial Love Story
Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide opportunities for travel, passion projects, and more quality time together.
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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.
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Your advisor helps you shift gears for the hills and valleys, so you can focus on reaching your destination.
