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• Long-Term Care: Exploring Your Options

  With longer life expectancies for both men and women, it is likely that you or someone close to you will eventually need some type of long term care (LTC). You can start the LTC planning process by considering the following common options for receiving and funding care.

• Help Ensure Smooth Sailing by Being Properly Protected

  From our subsidiary Broadview Insurance Agency: Boat insurance covers loss or damage to your boat and helps protect you financially for injuries or damage caused by covered mishaps.

• Education

  Read Broadview Insurance Agency's blog.

• Plan

  Protect your financial security and personal wellbeing and leave confusing, time-consuming insurance shopping behind.

• Ten Ways to Tidy Up Your Finances This Fall: A Comprehensive Checklist

  As the leaves begin to fall and the year winds down, autumn offers more than pumpkin spice and cozy sweaters. It’s also a good time to clean up your finances.

• 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.

• Windshield Repair or Replacement

  Windshield damage is common.

• Fixed Annuities

  From our subsidiary Broadview Insurance Agency: Like a Share Certificate, fixed rate annuities provide a fixed rate of return, however, fixed annuities grow tax deferred for retirement benefits. 

• Testimonials

  From our subsidiary Broadview Insurance Agency: Hear what our customers have to say!

• Four Ways to Improve Your Financial Literacy

  Personal finance is an important area of knowledge—but it's not always taught in schools. Read on for four tips and tricks that may significantly improve your financial literacy.

• Hit the Road In An RV

  From our subsidiary Broadview Insurance Agency: Here’s what you need to know if you are considering hitting the road in an RV.

• What Wealthy Individuals Need to Consider Before Applying for Medicare

  As wealthy individuals age, healthcare and health insurance coverage become increasingly important.

• Everyone Needs an Estate Plan—Even If You Are Single with No Dependents

  Estate planning is also significantly relevant for single individuals without children.

• Caring For Your Family Members While Preparing For Retirement

  The newest generation of upcoming retirees is facing a more unique and prominent dilemma than past generations have experienced: caring for family members at the same time they’re preparing for retirement.

• The Best Gift You Can Give Your Kids as a Single Parent is an Estate Plan

  Single parents shoulder the responsibility of not only providing for their children's immediate needs but also planning for their future.

• 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.

• Term Life

  From our subsidiary Broadview Insurance Agency: Fast, easy, and 100% digital, life insurance through our partner Ladder.

• Broadview Wealth Management Reaches $1 Billion Milestone

  Broadview Wealth Management, a wealth management firm located at Broadview Federal Credit Union, has officially surpassed a major milestone in its 36-year legacy of relationship-driven financial service.

• Ron Bender

  Check the background of investment professionals associated with this site on FINRA’s Broker Check.

• 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.