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20 Results

• The Importance of Choosing the Right Life Insurance Policy for Your Retirement Years

  Life insurance has its benefits, and choosing a manageable life insurance policy is a critical step in your retirement planning.

• Life Insurance vs. Annuities: Which is a Better Fit for You?

  Life insurance and annuities are essential financial planning tools for providing future independence.

• 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.

• Meet the Mortgage Team

  Meet the Mortgage Team. We look forward to helping you find the mortgage that best suits your individual needs and a great rate to go along with it!

• Why Wealthy Individuals Would Consider Not Converting to a Roth IRA

  While a Roth IRA conversion may suit some, wealthy individuals may not consider this investment strategy under certain circumstances.

• Choosing the Right Vehicle

  Buying a new car is one of the largest purchases most people make, next only to buying a house. While it's a lot of fun to think about buying a new car, it's a purchase that requires some consideration.

• Personal

  From our subsidiary Broadview Insurance Agency: Personal Insurance gives you the coverage for the things that matter most: vehicle, property, recreational vehicles, and more.

• 8 Hot Tips for Homebuyers

  When it comes to buying a home, a lack of knowledge and experience can lead to costly mistakes. Even if you are not a first-time homebuyer, these tips will help you prepare for one of the largest purchases you’ll make in your life.

• Commercial Insurance

  From our subsidiary Broadview Insurance Agency: Safeguard your business with a comprehensive commercial insurance plan. Proper coverage reduces risk by providing protection should a company need to defend against unexpected losses. Options for commercial auto, worker's compensation, contractor's liability, products and operations, and cyber liability.

• Guaranteed Asset Protection

  Guaranteed Asset Protection, or GAP, is an optional coverage that can be added to your Auto, Truck, Sportscraft, Boat or Recreational Vehicle loan to complement the physical damage coverage in your primary insurance policy.

• Additional Insurance

  From our subsidiary Broadview Insurance Agency: Additional coverage options include jewelry, valuables, service line equipment, umbrella, wedding, and student tuition reimbursement.

• 5 Milestones That Mean It's Time for a Life Insurance Review

  Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood.

• 529 Plans and Alternatives: Making an Educated Decision about Education Savings Options

  Here are some key details about 529 plans and other education savings options to help you decide which plan is appropriate for you and your loved ones.

• Social Security Isn’t Enough: How Social Security Fits into a Well-Rounded Retirement Plan

  If you're nearing retirement age, you know the Social Security process and how much you will likely receive.

• 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.

• 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.

• Financial Independence for the Sandwich Generation

  The “Sandwich Generation” faces a lot of struggles. If you’re unfamiliar with this term, it describes a demographic where usually middle-aged individuals must support aging parents at the same time they’re raising children. This situation can create an emotional and financial strain.

• Special Olympics New York Vaulted By Broadview Donation Based on Paris 2024 Team USA Medal Count

  Broadview will make a financial contribution to Special Olympics NY for every medal Team USA wins during this year’s Olympic competition.

• A Financial Checklist for Life-Changing Events

  When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning.

• Security and Fraud Prevention

  Broadview protects personal and business accounts through many security and fraud measures.