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• 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.

• 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.

• Harry Hartman

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

• 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.

• 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.

• 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.

• 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.  

• 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?

• Tax-Advantaged Ways to Save for College

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

• 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.

• 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.

• Eight Things You Must Know About Medicare

  Heading into your retirement years brings a slew of new topics to grapple with, and one of the most maddening may be Medicare.

• 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.

• 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.

• 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.