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• 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.

• The Power of Purposeful Giving: Tax Planning Insights for Charitable Deductions

  Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities.

• 9 Snowblower Safety Tips for Homeowners

  When winter dumps inches or even feet of snow in your neighborhood, a snowblower can be a handy tool.

• Plan

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

• What to Know Before You Open Your Next Investment Account

  Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you earn over time.

• 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.

• What Wealthy Individuals Need to Consider Before Applying for Medicare

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

• 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!

• What You Need To Know for the 2024 Tax Season About Credits, Deductions, and Policies

  The 2024 tax season is approaching, so be prepared for any changes that could affect your return.

• Ten Ways to Tidy Up Your Finances This Fall: A Comprehensive Checklist

  As the leaves begin to fall and the year winds down, autumn offers more than pumpkin spice and cozy sweaters. It’s also a good time to clean up your finances.

• Your Financial Fresh Start: 12 Resolutions in 12 Months

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

• 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.

• 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.

• 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.

• 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.

• Estate Planning

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

• Steven Massey

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