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20 Results

• Why Financial Preparedness Is a Smart Investment

  Only about two-thirds of Americans could cover an unexpected $400 expense. Here are some of the most crucial steps you may take to work on financial preparedness.

• 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.

• Ron Bender

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

• Creating a Legacy of Change through Charitable Giving

  Philanthropy today is different than it was in the past.

• How a 529 Plan Can Benefit You: Estate Planning and Wealth Transfer

  A 529 plan may offer multiple benefits as part of an estate planning and wealth transfer strategy.

• 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.

• Building a Strong Financial Foundation

  It is never too early to begin, and the sooner you start, the better. Consider the following steps to building a strong financial foundation:

• 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 Importance of Financial Wellness

  Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than half1 of employers now offer financial wellness programs to their workers.

• Retirement Annuities Explained: What They Are and How They Work

  Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

• Matt Clement

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

• Steven Massey

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

• How Much Should I Have in My 401(k)?

  A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement.

• Beneficiary’s Guide to Handling an Inheritance

  Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief.

• Retiring on Your Own Terms: 7 Ways You Can Work Toward an Early Retirement

  Many dream of working toward early retirement, but getting there generally doesn’t happen by accident.

• A Financial Checklist for Life-Changing Events

  When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.

• 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.

• 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.

• 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.