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20 Results

• Paying for Higher Ed Workshop

  As costs soar, many students and families find higher education difficult to afford.

• 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.

• 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.

• Meet the Team

  Meet the Broadview Youth Services team.

• 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.

• Loan Originators

  A full list of current or recently employed Broadview MLOs, including their NMLS registration numbers.

• Money Matters

  Money Matters Especially for Kids High School & Beyond Paying for College Incentives help children get started Resources for 14-25 year-olds Guidance and support especiallyforkids Extras

• 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.

• 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.

• 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.

• American Consumer Council

  We have expanded the ways you can join Broadview thanks to our affiliation with the American Consumer Council.

• 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.

• Mortgage Refinance

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

• 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.

• Net Worth Calculator

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

• 3 Questions to Ask Yourself Before You Claim Social Security

  If you are unsure when to start your claim, here are a few questions that may help you determine if it is time to make a claim or if you should delay a little longer.

• Member Resource Center

  The central source for Broadview transition information.

• Term Life

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