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• 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.

• 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.

• 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.