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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.

  • Financial Planning in Today’s Fast-Paced World

    In today’s fast-paced environment, careful financial planning is crucial when it comes to growing and preserving your wealth.

  • Wealth and Retirement Planning: 6 Ideas to Help You Get Your Finances in Order

    Discover six smart wealth‑planning strategies—from taxes to withdrawal planning—to help wealthy individuals prepare for a confident retirement.

  • How High Earners Can Build a Strong Retirement with Their 401(k)

    Approximately 60 million workers contribute to a 401(k)-retirement plan.

  • 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.

  • Long-Term Investing

    Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment, tax, financial, accounting or other professional advice. Broadview FCU and its affiliates cannot and do not guarantee their applicability or accuracy in regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

  • Savings & Interest

    Information and interactive calculators are made available to you only as self-help tools for your independent use and are not intended to provide investment, tax, financial, accounting or other professional advice. Broadview FCU and its affiliates cannot and do not guarantee their applicability or accuracy in regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

  • 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.

  • Decisions, Decisions: Choosing Among Retirement Plan Contribution Types

    If your employer-sponsored 401(k) or 403(b) plan offers pre-tax, Roth, and/or non-Roth after-tax contributions, which should you choose?

  • Investor Summer School: 3 Investing Moves to Make Before Summer is Over

    Many investors still adhere to the old adage—"sell in May and go away"—while others remain fully invested even as the summer heat waves begin.

  • Smart Investment Strategies for Wealthy Retirees

    When you retire, you need your money to work for you. After years of saving and investing, you want to know: "How do I make my money last?"

  • Overcoming the Dual-Caregiving Dilemma

    The "Sandwich Generation" is composed of adults who are ‘sandwiched’ between competing financial responsibilities.

  • Investing vs. Saving: Key Differences and Why Your Money Mindset Matters

    You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing.

  • 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.

  • 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.

  • 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.

  • Save Smarter, Not Harder: 9 Tips for Navigating an Economic Slowdown

    Navigate economic uncertainty with confidence. Discover 9 practical tips to save smarter, manage finances, and thrive during an economic slowdown.

  • Is the Roth 401(k) an Option for You?

    Since it first became available in 2006, many employers have added the Roth 401(k) to their benefit packages as a retirement savings option.

  • The Importance of Choosing the Right Life Insurance Policy for Your Retirement Years

    Life insurance has its benefits, and choosing a manageable life insurance policy is a critical step in your retirement planning.

  • 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.