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20 Results

  • 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.

  • 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.

  • 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.

  • 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. 

  • 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.

  • Testimonials

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

  • 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.

  • Harry Hartman

    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.

  • 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.

  • Estate Planning

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

  • 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?

  • 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.

  • 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.

  • Steven Massey

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

  • 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.

  • Retirement Annuities Explained: What They Are and How They Work

    Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

  • 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.