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20 Results
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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.
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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.
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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.
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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.
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Life Insurance vs. Annuities: Which is a Better Fit for You?
Life insurance and annuities are essential financial planning tools for providing future independence.
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From our subsidiary Broadview Insurance Agency: Fast, easy, and 100% digital, life insurance through our partner Ladder.
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tertiary Beau LaPage Financial Consultant Beau is a Financial Consultant with Broadview Wealth Management, and originally joined Broadview FCU in 2023. He began his banking career in 2021 as a
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Get a snapshot of your finances by subtracting what you owe from what you own.
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Retirement Planning: A Map to Changes in 2024
Navigating these demands an adaptable approach to planning your finances.
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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.
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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.
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Michael J. Castellana is Broadview’s Chief Executive Officer and welcomes comments and questions from members.
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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.
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Free resources help young people – children, teens, young adults – manage their money with ease. Starting early can pay off, now and for life!
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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.
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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.
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Learn at your own pace, attend live online events, and turn to your team for personalized guidance.
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Meet the Broadview Youth Services team.
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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.
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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.
