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20 Results

  • Creating a Legacy of Change through Charitable Giving

    Philanthropy today is different than it was in the past.

  • Worried About Your Financial Health? It May Be Time For A Checkup

    Consider these seven steps that you can take to assist you in evaluating where you stand financially and to help you determine a reasonable course of action to plan for the future.

  • Savings & Interest

    Savings & Interest landing iframe {width: 1px; min-width: 100%;} iFrameResize({checkOrigin:false,log:false}, '#moneyeduiFrame'); Information and interactive calculators are made available to you

  • 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.

  • 5 Homeowner Estate Planning Tips to Consider

    Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.

  • 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.

  • Investing in Your 60s and Beyond

    Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents? The answer often lies in a substantial shift in your investment strategy. Here are some ideas for investing in your 60s and beyond.

  • How to Prepare for Retirement

    Whether you’re just starting your career or are planning to retire this year, it’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a few essential tips everyone should keep in mind when saving up for their eventual retirement.

  • Nuances of Medicare – 5 Things to Keep in Mind

    Medicare is complex with many different moving parts involved.

  • 6 Tips for Reducing Social Security Taxes

    Determining how your income impacts Social Security (SS) taxes is important for tax planning.

  • Stay Calm and File On Time! 7 Need-to-Know Tips for Last-Minute Tax Filing

    . If you know you usually wait until the last minute to file your taxes, a to-do list could help you stay motivated and on top of your responsibilities. Need help getting started? Here are six need-to-know tips for last-minute tax filing.

  • 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).

  • Matt Clement

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

  • Brian Hooks

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

  • 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.

  • Calculators

    Dial in values and tweak your input to visualize different financial scenarios. Results are for illustration only.

  • 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.

  • Steven Massey

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

  • Post-Holiday Financial Recovery: Bouncing Back from Seasonal Spending

    The holidays are a season of giving, rejoicing, and celebrating. And sometimes, being joyous means having to spend some money

  • Jim Faranda

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