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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.
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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.
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The Best Gift You Can Give Your Kids as a Single Parent is an Estate Plan
Single parents shoulder the responsibility of not only providing for their children's immediate needs but also planning for their future.
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Protect your financial security and personal wellbeing and leave confusing, time-consuming insurance shopping behind.
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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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The mid-year outlook is designed to help you assess conditions over the second half of the year.
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Learn about the five important steps you can take now on your journey toward the goal of a happy, secure retirement.
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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.
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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.
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Four Ways to Improve Your Financial Literacy
Personal finance is an important area of knowledge—but it's not always taught in schools. Read on for four tips and tricks that may significantly improve your financial literacy.
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A few simple tools and tips can help students and families save for college.
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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.
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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.
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Manage uncertainty during market shifts.
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529 Plans: The Ins and Outs of Contributions and Withdrawals
529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals.
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A few simple tools and tips can help people of all ages save for retirement.
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401(k) Rollover Options to Consider
When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k).
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Key Financial Wellness Metrics for Near-Retirement Individuals
As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital.
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How To Factor Taxes Into Your Retirement Planning
Retirement planning is not just about saving money — it’s about surviving on the money you saved and may receive in retirement, such as Social Security benefits.
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Join us to explore the unique financial challenges women face and discover actionable steps to secure your financial future.
