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• 6 Retirement Tips for Surviving the Sandwich Generation Squeeze

  Adults caring for aging parents and children simultaneously have now become known as the "sandwich generation."  While each generation comes with its own array of financial challenges, the sandwich generation often feels a tight financial squeeze as they juggle the cost of care for their elderly parents with care for their children. Due to the financial strain, saving for retirement gets put on the back burner.

• Steven Massey

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

• 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.

• Ron Bender

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

• 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.

• A Mid-Year Financial Plan Review Makes Sense

  The changes you make today might be the benefits you need long-term.

• Understanding Social Security Strategies

  Learn key Social Security strategies—like delaying benefits and spousal planning—aimed at boosting your monthly income and strengthen your retirement.

• 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.

• 10 Years and Counting: Points to Consider as You Approach Retirement

  If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change.

• 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.

• Turning Profits into Wealth: A Guide for High-Earning Business Owners

  Learn how high‑earning business owners can potentially turn profits into lasting wealth through reinvestment, income diversification, expense management, and long‑term planning.

• Your Financial Fresh Start: 12 Resolutions in 12 Months

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

• 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.

• Retiring on Your Own Terms: 7 Ways You Can Work Toward an Early Retirement

  Many dream of working toward early retirement, but getting there generally doesn’t happen by accident.

• A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement

  Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you’ll find a useful countdown of the five biggest steps to developing a solid retirement plan.

• 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.

• 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.

• Building a Strong Financial Foundation

  It is never too early to begin, and the sooner you start, the better. Consider the following steps to building a strong financial foundation:

• Four Ways to Improve Your Financial Literacy

  Personal finance is an important area of knowledge—but it's not always taught in schools. Read on for four tips and tricks that may significantly improve your financial literacy.