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• Estate Tax Changes in 2025: What Wealthy Individuals Need to Know

  Changing policies and regulations periodically reshape the landscape of estate tax laws.

• Broadview Donates More Than $200,000 in Gifts and Winter Clothing

  Broadview to Spread Holiday Cheer by Donating More Than $200,000 in Gifts and Winter Clothing to More Than 5,000 People During its Annual “Holiday Sharing” and Toys for Tots “Stuff the Trucks” Initiatives.

• Savings

  Whether you want to save for a certain goal or be ready for unplanned expenses, we have a variety of saving options to meet your needs. Account types include: traditional, youth, health, club and escrow, certificate, money market, IRA, and retirement.

• Broadview in the Classroom

  Access special benefits for educators and learning resources for their students - along with friendly support from your Broadview in the Classroom team.

• Should You Be Concerned About the State of Social Security?

  Social Security, established in 1935, provides financial benefits to the elderly, disabled, and disadvantaged groups.

• 5 Ways to Spend Your Financial Windfall

  Here are 5 ways to enjoy your money while also setting yourself up for future success. 

• Guidelines for Giving

  Broadview in the Community supports nonprofits so they're better equipped to fulfill their mission in the communities we serve. Charitable giving is directed to 501(C)(3) organizations with the following areas of focus.

• What You Should Know About a Purchase Contract

  Once you have found the house that you are interested in and have researched or obtained key pieces of information about the taxes, school district, and utility bills, it is time to make an offer.

• 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.

• Take Charge of Your Credit Score

  Your FICO credit score is an objective measurement of your credit risk. Your score can impact the credit offers and interest rates you are eligible for. Learn how the scoring works and how to help yourself.

• Build Your Savings

  Grow your savings for a certain goal or be ready for unplanned expenses with a variety of savings types, IRAs, and HSAs.

• 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.

• Personal and Student Loans

  Personal loans have flexible terms, no application fee and fixed monthly payments! If college is part of your dream, you may qualify for our Academic Advantage Loan. You can borrow up to $50,000 which can help cover expenses such as tuition, room and board, and even books and computers.

• 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.

• 8 Tips for Handling Holiday Stress

  From our subsidiary Broadview Insurance Agency: While some people can’t wait to welcome the holiday season, others experience trepidation thanks to impending holiday stress.

• 6 Tips for Reducing Social Security Taxes

  Determining how your income impacts Social Security (SS) taxes is important for tax planning.

• Regional Food Bank Receives Freight Farm from Broadview

  The Regional Food Bank of Northeastern New York installed a brand-new freight farm donated by Broadview. The freight farm will provide the Food Bank with a consistent, year-round production of high-quality lettuce and other culturally relevant leafy greens.

• Gift Card Scams

  If you get a request for gift cards as payment, it’s probably a scam. Get the lowdown from a financial security expert so you can spot the scam.

• 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, VP of Financial Crimes at Broadview, shares his best tips in this 10-point checklist.

• How High Earners Can Build a Strong Retirement with Their 401(k)

  Approximately 60 million workers contribute to a 401(k)-retirement plan.