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• Student Loan Calculator

  Dial in a loan amount, interest rate, the amount of time to repay it, and estimate your payment.

• Compare Certificates Calculator

  Compare the rates and terms of different certificates to see what you can expect to earn.

• Net Worth Calculator

  Get a snapshot of your finances by subtracting what you owe from what you own.

• From Assets to Legacies: A Guide to Thoughtful and Impactful Giving

  For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, their wealth comes with the ability to create significant change.

• Plan

  Protect your financial security and personal wellbeing and leave confusing, time-consuming insurance shopping behind.

• 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.

• 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.

• Saving for Retirement

  A few simple tools and tips can help people of all ages save for retirement.

• 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).

• 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.

• Retirement Planning: A Map to Changes in 2024

  Navigating these demands an adaptable approach to planning your finances.

• Preferred Dealer List

  Once you are pre-approved and if you want to handle the dealership experience yourself, visit one of Broadview’s Preferred Dealers so you can enjoy top-notch service and a few extra benefits.

• 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).

• 11 Cool Tips for a Comfortable Summer Drive

  From our subsidiary Broadview Insurance Agency: Here’s how you can beat the heat when parked or driving in the hotter months.

• First Time Donor? Here’s How to Start Your Philanthropic Journey

  High-net-worth (HNW) individuals play a crucial role in fostering positive change and impact on a global scale. However, for many first-time donors, the world of philanthropy can seem overwhelming or challenging to navigate.

• 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.

• Mortgage Calculator

  Use our mortgage calculator to estimate your monthly payment, see the effect of different rates and terms, and determine your price range before you go house hunting.

• Dos and Don'ts for Investing During the Holidays

  There are many theories on why this may occur. It could be from trading volume being down due to investors taking a vacation or maybe because investors are becoming more averse to risk during the holiday season and off-loading their riskier investments. 

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

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

• 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.