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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.

• An Essential Guide to Estate Planning Preparedness

  If you have not begun to prepare an estate plan, or if your estate planning efforts have stalled, what can you do to get back on track? Here are seven crucial steps to take when planning your estate.

• 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.

• Beau LaPage

  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 branch

• Mortgage Refinance

  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.

• 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.

• Megan Burdick

  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 Financial

• Are You Eligible for the No Tax on Tips Provision One Big Beautiful Bill Act 2025

  The One Big Beautiful Bill Act (OBBBA) of 2025 introduces a new federal tax deduction for tip income.

• Ron Bender

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

• Broadview Insurance

  At Broadview Insurance Agency, our goal is to make insurance easy, convenient, and affordable to help you protect what matters most. We do the comparison shopping for you by working with multiple carriers to offer a full range of insurance products such as auto, home, life, student benefits, and more.

• 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.

• 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.

• 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.

• 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.

• 10 Years and Counting: Points to Consider as You Approach Retirement

  If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change.

• 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.

• About Us

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

• Learn

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

• Meet the Team

  Meet the team of Broadview Wealth Management.

• 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.