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• Tax-Advantaged Ways to Save for College

  In the college savings game, all strategies aren't created equal.

• How a 529 Plan Can Benefit You: Estate Planning and Wealth Transfer

  A 529 plan may offer multiple benefits as part of an estate planning and wealth transfer strategy.

• A Taxpayer’s Guide to Exemptions, Deductions, and Credits

  The IRS provides a few ways taxpayers can reduce the taxes they owe if they qualify for certain exemptions, deductions, and credits.

• Investing vs. Saving: Key Differences and Why Your Money Mindset Matters

  You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing.

• 6 Telltale Signs You're Not Saving Enough for Retirement

  Consider these six telltale signs to help you decide if today is the day you need to change your saving strategy.

• A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement

  Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you’ll find a useful countdown of the five biggest steps to developing a solid retirement plan.

• Strategies Using Life Insurance

  Life insurance is not only about protecting your survivors in the event of your death. Depending upon the type of policy you purchase, it can also enable you to meet specific life goals.

• What is Life Insurance and How Does It Work?

  From our subsidiary Broadview Insurance Agency: Life insurance is a way for you to leave money to people you care about in the event of your death.

• What Should Millennials Consider Doing With Their Money?

  As the oldest millennials have reached their forties, this generation is purchasing homes, paying off student loans, and starting their families. But while millennials might get some teasing for their "avocado toast" tastes and penchant for convenience, these 30-to-40-year-olds represent a powerful economic force. What are millennials spending their money on now, and what might they do to help increase their assets over the next few decades?

• Are You Eligible for the No Tax on Tips Provision One Big Beautiful Bill Act 2025

  The One Big Beautiful Bill Act (OBBBA) of 2025 introduces a new federal tax deduction for tip income.

• 401(k) Options for Small Business Owners

  Regardless of the business's size, small business owners have 401(k) retirement savings plan options that may be suitable for their situation.

• 401(k) Rollover Options to Consider

  When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k).

• Maximizing Wealth: 5 Ways a Financial Professional May Help Propel High Earners Towards Wealth Status

  Discover five ways financial professionals help high earners manage wealth through tailored planning, investment expertise, tax strategies, and long‑term guidance.

• Wealth and Retirement Planning: 6 Ideas to Help You Get Your Finances in Order

  Discover six smart wealth‑planning strategies—from taxes to withdrawal planning—to help wealthy individuals prepare for a confident retirement.

• 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.

• 6 Tips for Reducing Social Security Taxes

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

• Retirement Planning: A Map to Changes in 2024

  Navigating these demands an adaptable approach to planning your finances.

• 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.

• Investing with Purpose: A Step-by-Step Guide to Creating an Investment Savings Plan

  Creating an investment savings plan (ISP) is essential for keeping you on track toward your goals and building wealth.

• 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.