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20 Results

• First Time Donor? Here’s How to Start Your Philanthropic Journey

  High-net-worth (HNW) individuals play a crucial role in fostering positive change and impact on a global scale. However, for many first-time donors, the world of philanthropy can seem overwhelming or challenging to navigate.

• Don’t Leave Your Estate Planning Up to Chance

  A complete estate plan can help preserve your assets, reduce taxes, and support your loved ones. Learn wealth management and estate planning strategies.

• 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.

• Calculators

  Dial in values and tweak your input to visualize different financial scenarios. Results are for illustration only.

• 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?"

• Jim Faranda

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

• 15 Tips for Driving in Snow and Ice

  Driving in snow and ice requires quick reflexes, patience, and know-how.

• 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.

• Retirement Annuities Explained: What They Are and How They Work

  Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.

• 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.

• 5 Financial Bad Habits to Cut This Year

  When it comes to financial bad habits, the most common are also well known — don’t spend too much, don’t take on unsustainable debt, and avoid living paycheck to paycheck.

• Harry Hartman

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

• 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.

• Retiring Early As a Couple: A Financial Love Story

  Retiring early as a couple is a goal shared by many, and if planned comprehensively, it may provide opportunities for travel, passion projects, and more quality time together.

• 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.

• 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.  

• Tax Prep Checklist: Everything You Need to Be Ready for Tax Season

  Regardless of whether you prepare your taxes yourself or use a professional's services, it's a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we've listed some key information you need when preparing this year's taxes.