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14 Results

• Retirement Planning: A Map to Changes in 2024

  Navigating these demands an adaptable approach to planning your finances.

• Purchase Your Home

  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.

• Investing with Purpose: A Step-by-Step Guide to Creating an Investment Savings Plan

  Creating an investment savings plan (ISP) is essential for keeping you on track toward your goals and building wealth.

• An Essential Guide to Estate Planning Preparedness

  If you have not begun to prepare an estate plan, or if your estate planning efforts have stalled, what can you do to get back on track? Here are seven crucial steps to take when planning your estate.

• Member Benefits

  If you're looking for a new place to bank with an unmatched standard of excellence, open your Broadview Account today! We're a nationally-recognized, member-owned, not-for-profit credit union that provides a complete range of financial products and services to meet the needs of your family. Best of all, you benefit from better rates, higher earnings and a wide variety of complimentary services.

• 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.

• Retirement Annuities Explained: What They Are and How They Work

  Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

• 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.

• Home Buying Education

  Helpful steps for the first-time homebuyers.

• Home Equity Line of Credit

  Looking for cash to remodel, pay off high-interest debt, college tuition or other large expenses? Broadview offers Open End Home Equity Loans (often referred to as Home Equity Lines of Credit, or HELOCs) with 5- to 20-year terms at both fixed and variable interest rates.

• Broadview FCU Mortgage Disclosure and Agreement

  landing Broadview FCU Mortgage Disclosure and Agreement   Authorization Agreement for Direct Mortgage Payments (ACH Debits) 1. Disclosure and Agreement: You (the Member) hereby authorize Broadview

• 529 Plans: The Ins and Outs of Contributions and Withdrawals

  529 plans can be powerful college savings tools, but you need to understand how your plan works before you can take full advantage of it. Among other things, this means becoming familiar with the finer points of contributions and withdrawals.

• Insurance Needs in Retirement

  Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any changes that might be needed.

• External Loan Payment Agreement

  Authorization Agreement for Direct Payments (ACH Debits)