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  • Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance

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

  • 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.

  • Strategies Using Life Insurance

    Life insurance is not only about protecting your survivors in the event of your death. Depending upon the type of policy you purchase, it can also enable you to meet specific life goals.

  • Long-Term Care: Exploring Your Options

    With longer life expectancies for both men and women, it is likely that you or someone close to you will eventually need some type of long term care (LTC). You can start the LTC planning process by considering the following common options for receiving and funding care.

  • 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.

  • 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.

  • Know What You Are Worth Today to Map Out Your Financial Future

    It does not matter how much money you have today; you still must know the details of what you are worth. Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan and live with financial independence.

  • Broadview Wealth Management

    Welcome to Broadview Wealth Management. Our trusted advisors are here to handle your investments, retirement, insurance, and wealth management needs.

  • Qualified Charitable Distributions for RMDs

    Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy that may help lower their adjusted gross income (AGI).

  • Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

    Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you need when preparing this year's taxes.

  • 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:

  • About Us

    Whether you’re just starting out, actively building wealth, or seeking to fine-tune your portfolio –  our team is here for you!

  • An Introduction to Estate Planning for the Sandwich Generation

    For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're juggling multiple caregiving responsibilities daily, sitting down to draft a will is easy to put off.

  • Ringing in the New Year in Your Golden Years

    Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential.

  • Spreading Holiday Cheer with Year-End Giving

    The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions.

  • What to Know About Multigenerational Estate Planning

    Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill. Here are some ways to handle multigenerational estate planning so that the generations after you may keep these assets in the family.

  • Nuances of Medicare – 5 Things to Keep in Mind

    Medicare is complex with many different moving parts involved.

  • Financial Independence for the Sandwich Generation

    The “Sandwich Generation” faces a lot of struggles. If you’re unfamiliar with this term, it describes a demographic where usually middle-aged individuals must support aging parents at the same time they’re raising children. This situation can create an emotional and financial strain.

  • A Beginner’s Guide to Investing

    When you start to consider if investing is an appropriate option for you, you may have questions. It’s OK to have questions. Investing can be a challenging subject to grasp. The more you learn about investing and the potential benefits, the more your confidence may grow.

  • Spring Cleaning Your Investments

    Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid of clutter, review your asset allocations and make the necessary changes if your portfolio has strayed from your financial plan.