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• Watercraft and Recreational Vehicles

  From our subsidiary Broadview Insurance Agency: Get the right coverage before heading for the great outdoors with your boat, RV, watercrafts, ATVs, UTVs, and snowmobiles.

• 8 Tips for Handling Holiday Stress

  From our subsidiary Broadview Insurance Agency: While some people can’t wait to welcome the holiday season, others experience trepidation thanks to impending holiday stress.

• Why Financial Preparedness Is a Smart Investment

  Only about two-thirds of Americans could cover an unexpected $400 expense. Here are some of the most crucial steps you may take to work on financial preparedness.

• Plan

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

• 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.

• What Wealthy Individuals Need to Consider Before Applying for Medicare

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

• Testimonials

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

• 15 Tips for Driving in Snow and Ice

  Driving in snow and ice requires quick reflexes, patience, and know-how.

• 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.

• Estate Planning for Everyone

  Have you every wondered how estate planning might fit into your overall, future plans? Even if you are just starting to build your estate and do not need complex estate planning, here’s a quick look at some steps you should consider taking in order to help prepare your family and to manage potential expenses in the event of your death.

• Jim Faranda

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

• Retirement Planning: The Ultimate Endless Summer Adventure

  Here are some tips and tricks to help manage your retirement to have the goal of being carefree and relaxing as a child's summer vacation.

• Your Financial Fresh Start: 12 Resolutions in 12 Months

  Do you want to get on top of your finances this year?

• Harry Hartman

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

• Estate Planning

  In this presentation, we’ll take a look at some general estate planning concepts and strategies.

• An Introduction to Estate Planning for the Sandwich Generation

  For members of the "Sandwich Generation"—those currently in their 40s and 50s who are caring for children and their parents who are over 65-years old—estate planning may seem like a low priority. After all, when you're juggling multiple caregiving responsibilities daily, sitting down to draft a will is easy to put off.

• Navigating the 4 Phases of Retirement

  Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready?

• Eight Things You Must Know About Medicare

  Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare.

• Year-End Financial Planning for Families

  Here’s a closer look at seven essential areas where reviewing may enable you and your loved ones to better navigate the path to financial success.

• 8 Financial Wellness Tips to Help Manage Generational Wealth

  Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation.