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20 Results

• 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.

• Safeguarding Your Social Security Benefits and Personal Information

  According to a Bankrate survey, 34% of adults have experienced some form of financial fraud or an attempted scam as of January 2024.

• Why Getting a Mortgage Means it’s Time for Life Insurance

  From our subsidiary Broadview Insurance Agency: Aside from tying the knot or having kids, having a mortgage is major commitment.

• A Guide for Beneficiaries and Executors After Loss

  Explore essential steps and what typically needs attention after a loved one passes away.

• Pearls of Wisdom: Wealth Preservation for Wealthy Women

  Wealthy women face unique wealth challenges. Explore sound strategies to preserve assets, protect independence, and plan with confidence.

• The Power of Purposeful Giving: Tax Planning Insights for Charitable Deductions

  Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities.

• 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.

• Am I on Track for Retirement? Five Questions Every Working Woman Should Ask

  Wondering if you’re on track for retirement? These 5 essential questions help working women plan smarter and gain confidence in their future.

• Education

  Read Broadview Insurance Agency's blog.

• Plan

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

• Top 5 Year-End Planning Moves to Review This Fall

  Review five important year-end planning moves that could help manage taxes, investments, and financial priorities before December.

• 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.

• Cybersecurity Tactics for Small Business Owners

  Cybercriminals may be more dangerous to small businesses than to large corporations.

• 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.

• 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.

• Women and Work: Why Salary, Benefits, and Work-Life Balance Count

  As you progress along your career path, there's no telling how far you'll go.

• 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.

• 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.

• 3 Reasons to Schedule a Year-End Tax Planning Meeting With Your CPA

  Year-end tax planning can help reduce liability and uncover opportunities. Learn 3 reasons to schedule a proactive CPA meeting before time runs out.