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• 15 Tips for Driving in Snow and Ice

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

• 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.

• Jim Faranda

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

• 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.

• 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.

• Steven Massey

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

• 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.

• 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.

• 11 Cool Tips for a Comfortable Summer Drive

  From our subsidiary Broadview Insurance Agency: Here’s how you can beat the heat when parked or driving in the hotter months.

• Why Is My Check Engine Light On?

  From our subsidiary Broadview Insurance Agency: This guide to seven important dashboard lights can give you a jump start on the road to safer driving and help you stay on top of vehicle maintenance and repairs.

• 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.

• Aging with Financial Security: Practical Steps for Planning Your Parents' Finances

  There are often red flags you may notice that indicate your parents have reached a point where they need help with their finances

• Contact Us

  You can choose to meet with us in-person, by video, or on the phone. We look forward to connecting with you and discussing your needs.

• Everyone Needs an Estate Plan—Even If You Are Single with No Dependents

  Estate planning is also significantly relevant for single individuals without children.

• Investing vs. Saving: Key Differences and Why Your Money Mindset Matters

  You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing.