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20 Results

• Smart Investment Strategies for Wealthy Retirees

  When you retire, you need your money to work for you. After years of saving and investing, you want to know: "How do I make my money last?"

• Harry Hartman

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

• Estate Planning

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

• 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.

• 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.

• Women and Work: Why Salary, Benefits, and Work-Life Balance Count

  As you progress along your career path, there's no telling how far you'll go.

• 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.

• 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.

• 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.

• 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.

• How a 529 Plan Can Benefit You: Estate Planning and Wealth Transfer

  A 529 plan may offer multiple benefits as part of an estate planning and wealth transfer strategy.

• 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.

• Tax-Advantaged Ways to Save for College

  In the college savings game, all strategies aren't created equal.

• Mitigate the Destruction of Water Damage

  Water damage is one of the most common causes of property damage.

• 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.

• Your Financial Fresh Start: 12 Resolutions in 12 Months

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