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• 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.

• 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.

• Show Loved Ones You Care This Valentine's Day With An Updated Estate Plan

  Hopefully, you’re planning to give all of your loved ones plenty of affection this Valentine's Day. But what if you weren’t around? To make sure everyone is fully protected when you’re gone, you need an estate plan. This year, show everyone you care by making sure your plan is fully updated. Check out these tips to do this task properly.

• Investing Made Easy: How to Start Small

  In this article, we take the complexity out of investing to make it more enjoyable.

• Why Is My Check Engine Light On?

  From our subsidiary Broadview Insurance Agency: This guide to seven important dashboard lights can give you a jump start on the road to safer driving and help you stay on top of vehicle maintenance and repairs.

• 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.

• 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.

• Why Women are More Savvy Investors than Men

  Learn a few of the reasons women are considered more savvy investors.

• 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.

• Death and Taxes: What to Know About Estate and Inheritance Taxes

  There are only two things in life you can count on happening at some point--death and taxes.

• 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.

• Term Life Calculator

  Use your current income, debts, and savings to help calculate the amount of life insurance you need.

• Fees For Existing Mortgage

  We're here to help you manage your mortgage and any bumps in the road.

• Help Ensure Smooth Sailing by Being Properly Protected

  From our subsidiary Broadview Insurance Agency: Boat insurance covers loss or damage to your boat and helps protect you financially for injuries or damage caused by covered mishaps.

• What Wealthy Individuals Need to Consider Before Applying for Medicare

  As wealthy individuals age, healthcare and health insurance coverage become increasingly important.

• Broadview Social Media Guidelines

  Broadview’s social media pages/platforms are public and intended to be a fun community page where you can learn about Broadview, its mission, and events.

• 8 Financial Wellness Tips to Help Manage Generational Wealth

  Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation.

• New Product Names

  The names for some Broadview savings and checking accounts are getting an update, while others remain the same.

• Inflation and Retirement Income Calculator

  Use this calculator to estimate how much more income you may need when factoring in inflation between now and until you reach retirement to keep the same standard of living that you may have today.

• 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.