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20 Results

• 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.

• 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.

• Testimonials

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

• 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.

• Harry Hartman

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

• Old 401(k), New Tricks: 6 Tips for Rolling Over Your 401(k)

  Tips to help the rollover process go quickly and smoothly for you.

• Tree Maintenance 101 for Homeowners

  From our subsidiary Broadview Insurance Agency: Here’s what you need to know about basic tree maintenance and how to work with a qualified tree care company.

• Steven Massey

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

• From Assets to Legacies: A Guide to Thoughtful and Impactful Giving

  For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, their wealth comes with the ability to create significant change.

• Ron Bender

  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.

• 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.

• 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.

• 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.

• 529 Plans and Alternatives: Making an Educated Decision about Education Savings Options

  Here are some key details about 529 plans and other education savings options to help you decide which plan is appropriate for you and your loved ones.

• 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.

• 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.

• Your Home’s Sump Pump: What You Need to Know

  From our subsidiary Broadview Insurance Agency: Learn how sump pumps work to protect your home from backed up water, and how Water Backup and Sump Pump Overflow Coverage can help cover damages to your home if your pump fails.

• 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?