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20 Results

• Life Insurance vs. Annuities: Which is a Better Fit for You?

  Life insurance and annuities are essential financial planning tools for providing future independence.

• 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.

• Mortgage Refinance Calculator

  Compare your current loan to a new one you’re considering with our mortgage refinance calculator. See if you can lower your monthly payments and owe less over the life of your mortgage.

• How To Factor Taxes Into Your Retirement Planning

  Retirement planning is not just about saving money — it’s about surviving on the money you saved and may receive in retirement, such as Social Security benefits.

• What’s New for RMD Requirements

  A critical aspect of retirement planning is understanding the rules and requirements surrounding Required Minimum Distributions (RMDs) from retirement savings accounts.

• You Might Not Want to Max Out Your 401(k) Right Away

  Contributing to a 401(k) plan is an excellent method for saving for retirement.

• How Much Should I Have in My 401(k)?

  A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement.

• Broadview CEO

  Michael J. Castellana is Broadview’s Chief Executive Officer and welcomes comments and questions from members. 

• Thinking About Working in Retirement? Here's What to Consider

  If you're thinking about working in retirement, you must consider a few things before making your decision. As you get older, the question of when to collect Social Security retirement benefits and how your monthly payment may be impacted by working is essential. Here's what to consider before making your decision.

• Money Matters

  Free resources help young people – children, teens, young adults – manage their money with ease. Starting early can pay off, now and for life!

• Term Life

  From our subsidiary Broadview Insurance Agency: Fast, easy, and 100% digital, life insurance through our partner Ladder.

• How to Give Well and Wisely

  With so many economic and social challenges in society, contributions to charities and philanthropy efforts are needed now more than ever. While you likely may appreciate the value of giving, you also want to give wisely. Below are a few simple tips to ensure your contributions are going where they are needed.

• Retiring on Your Own Terms: 7 Ways You Can Work Toward an Early Retirement

  Many dream of working toward early retirement, but getting there generally doesn’t happen by accident.

• 6 Retirement Tips for Surviving the Sandwich Generation Squeeze

  Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation."  While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial squeeze as they juggle the cost of care for their elderly parents with care for their children. Due to the financial strain, saving for retirement gets put on the back burner.

• What to Know Before You Open Your Next Investment Account

  Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you earn over time.

• Spring Has Sprung: Time to Refresh Your Retirement Plan

  Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it's worth taking a closer look at your retirement savings.

• Learn

  Learn at your own pace, attend live online events, and turn to your team for personalized guidance.

• Calculators

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

• Finn's Financial Adventure Workshop

  Embark on an adventure with our friend Finn and work together to make financial decisions.

• Broadview in the Classroom

  Access special benefits for educators and learning resources for their students - along with friendly support from your Broadview in the Classroom team.