What can we help you with today?
20 Results
-
Broadview staff and members are dedicated to helping students and parents find the right college and build a smart financing plan. Meet with our Certified College Funding Specialist and apply for our annual scholarship program.
-
We’re on RPI's campus, we’re a credit union, we support the community, and we’re a perfect fit for college students.
-
Let us help your business reach its full potential! Make Broadview your first stop for a business account and access resources from organizations that support new businesses.
-
The Unexpected Limitations of Personal Tax Deductions
The world of personal taxation and tax deductions can often be puzzling. While these elements aid in reducing one's tax burden, they may also come with unexpected limitations. These limitations can take taxpayers by surprise, reducing the potential tax reduction they envisioned when filing taxes.
-
10 Things You Can Do to Strengthen Your Online Security
When criminals steal personal data, the impact can be devastating. Fortunately, you can take steps to safeguard your identity and online activity. Shane Shoemaker, SVP of Financial Crimes at Broadview, shares his best tips in this 10-point checklist.
-
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).
-
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.
-
Top 10 Tips to Make Homebuying Process Less Stressful
These steps will help you prepare for one of the largest purchases you’ll ever make.
-
A 529 Plan is a Powerful Tool to Save for College
For many families, there’s a sense of excitement and anticipation that fills the air as high school seniors prepare to embark on their next journey: college. The rising costs of higher education necessitate careful financial planning, and an upcoming graduation serves as a timely reminder to assess one's savings strategy, explore available resources, and prioritize building a solid financial foundation for the future.
-
Jeremy Thomas
-
Renay Brandon
-
5 Homeowner Estate Planning Tips to Consider
Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.
-
Starting a New Job? 7 Items for Your Financial Checklist
As you advance in your career, make your finances a priority.
-
Kathy Street
-
3 Moments in Life Where You Should Consider Consulting a Financial Professional
If you've ever wondered why so many lottery winners (an estimated 70 percent) seem to blow through all their winnings so quickly, the answer often lies in two key traits: overconfidence and trusting the wrong people.1 The same holds true for many athletes, musicians, and movie stars—even a multi-million-dollar jackpot or contract isn’t likely to go far when you're purchasing multiple homes, luxury vehicles, and keeping a large staff of assistants on your payroll.
-
The experts at Broadview Mortgage subsidiaries, Homeowners Advantage and SEFCU Mortgage Services, live and work in the Capital Region and will be with you every step of the way. Keep your mortgage close to home with local appraisal, underwriting and servicing. To get started, we’ll help you get pre-qualified, in person or over the phone, and find the best mortgage solution for you.
-
Helpful steps for the first-time homebuyers. Know how much you can afford to spend by getting pre-qualified for your loan.
-
Christie Hoyt
-
Jessica Pezzino
-
Nicholas Baratto
