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• Term Life Calculator

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

• 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.

• ATM Hold Policy

  If you do not make your deposit in person (for example, if you make your deposit by mail, at an ATM, or a POB location), that deposit will be subject to content verification and Broadview’s Funds Availability Policy prior to releasing the funds.

• 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.

• Request Support

  As a not-for-profit financial institution, Broadview provides resources to local organizations to help them fulfill their missions.

• Joe the Monkey Saves for a Goal

  Using the book, Joe the Monkey Saves for a Goal by John Lanza, we get kids thinking about the perks, possibilities, and pitfalls of money.

• 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.

• 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.

• Auto Advantage

  Auto Advantage offers payments up to 40% lower than conventional financing. Lease-like benefits without the hidden fees while maintaining ownership of your vehicle.

• 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.

• Investing Made Easy: How to Start Small

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

• 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.

• 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 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.

• 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.

• 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.

• Plan

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

• Why Women are More Savvy Investors than Men

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