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18 Results

• Social Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan

  If you're nearing retirement age, you know the Social Security process and how much you will likely receive.

• A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement

  Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you’ll find a useful countdown of the five biggest steps to developing a solid retirement plan.

• Windshield Repair or Replacement

  Windshield damage is common.

• The Unexpected Limitations of Personal Tax Deductions

  The world of personal taxation and tax deductions can often be puzzling. While these elements aid in reducing one's tax burden, they may also come with unexpected limitations. These limitations can take taxpayers by surprise, reducing the potential tax reduction they envisioned when filing taxes.

• 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.

• Close to Retirement? What to Know About the SECURE Act 2.0

  Are you getting close to retirement and trying to stay on top of any changes to the retirement laws that may impact your goals and strategy? With the Secure Act 2.0 now signed into law, there are numerous retirement-related provisions included in the Omnibus Appropriations package that may be of interest to you.

• 5 Handy Tools and Resources for Building Financial Literacy

  Increasing your financial literacy may allow you to make better decisions about your money and your financial future. Many great resources are available to get you started on the path to financial literacy and to expand your current knowledge. Here are five tools to consider.

• 3 Questions to Ask Yourself Before You Claim Social Security

  If you are unsure when to start your claim, here are a few questions that may help you determine if it is time to make a claim or if you should delay a little longer.

• Personal

  From our subsidiary Broadview Insurance Agency: Personal Insurance gives you the coverage for the things that matter most: vehicle, property, recreational vehicles, and more.

• 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.

• Do I Need Life Insurance in Retirement?

  You work your entire life with the hope that one day you may be able to retire when you choose and have the free time to take advantage of all of the social activities, travel, and hobbies you couldn’t do regularly with the responsibility of a career and providing for your family.

• Death and Taxes: What to Know About Estate and Inheritance Taxes

  There are only two things in life you can count on happening at some point--death and taxes.

• First Time Donor? Here’s How to Start Your Philanthropic Journey

  High-net-worth (HNW) individuals play a crucial role in fostering positive change and impact on a global scale. However, for many first-time donors, the world of philanthropy can seem overwhelming or challenging to navigate.

• 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.

• 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.

• Contact Us

  You can choose to meet with us in-person, by video, or on the phone. We look forward to connecting with you and discussing your needs.

• Beyond the Backyard Fire

  From our subsidiary Broadview Insurance Agency: As recent fire seasons have shown us, it’s all too easy for poor backyard fire safety behavior to lead to tragic and costly consequences.

• 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.