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

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

• 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.

• 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.

• The Principles of Financial Literacy

  Financial literacy refers to the skills and knowledge that allow an individual to make informed and effective decisions through their understanding of finances.

• Individual Benefits

  From our subsidiary Broadview Insurance Agency: Safeguard yourself and your loved ones. Broadview Insurance agency has the tools and compassion needed to help you create your medicare options and term life.

• Term Life

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

• 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.

• Ron Bender

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

• Contact Us

  Contact the Broadview Insurance Agency team.

• 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.

• Ringing in the New Year in Your Golden Years

  Whether you are just entering your golden years or are already several years in, setting goals to stay on track and maintain your health, happiness, and finances is essential.

• Worried About Your Financial Health? It May Be Time For A Checkup

  Consider these seven steps that you can take to assist you in evaluating where you stand financially and to help you determine a reasonable course of action to plan for the future.

• Aging with Financial Security: Practical Steps for Planning Your Parents' Finances

  There are often red flags you may notice that indicate your parents have reached a point where they need help with their finances

• 5 Homeowner Estate Planning Tips to Consider

  Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.

• 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.

• 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.

• 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?

• Spring Has Sprung: Time to Refresh Your Retirement Plan

  Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it's worth taking a closer look at your retirement savings.

• Death and Taxes: What to Know About Estate and Inheritance Taxes

  There are only two things in life you can count on happening at some point--death and taxes.