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• Plan

  Protect your financial security and personal wellbeing and leave confusing, time-consuming insurance shopping behind.

• Five Keys to Investing for Retirement

  Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started.

• An In-Depth Guide to Social Security Retirement Benefits and Taxes

  Social Security is a vital component of retirement income for many.

• 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.

• What To Expect: Your Initial Meeting with a Mortgage Professional

  The loan approval process generally begins with an initial interview when you and a mortgage professional discuss the potential loan. You will need to set aside roughly 15 minutes to discuss your overall financial situation.

• Why Financial Preparedness Is a Smart Investment

  Only about two-thirds of Americans could cover an unexpected $400 expense. Here are some of the most crucial steps you may take to work on financial preparedness.

• Why Women are More Savvy Investors than Men

  Learn a few of the reasons women are considered more savvy investors.

• Education

  Our goal is to guide and encourage people to achieve economic stability. It’s unique. It’s free. We offer resources for both individuals seeking financial knowledge or organizations that want to offer sessions.

• From Assets to Legacies: A Guide to Thoughtful and Impactful Giving

  For high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, their wealth comes with the ability to create significant change.

• Retirement

  Your advisor helps you shift gears for the hills and valleys, so you can focus on reaching your destination.

• Ambassador Breakfast

  In today’s competitive job market, a compelling benefits package is more than a perk – it’s a powerful tool for attracting, engaging, and retaining top talent. Join us for this insightful session to learn how to design a benefits strategy that aligns with employee needs and drives organizational success.

• Top 10 Tips to Make Homebuying Process Less Stressful

  These steps will help you prepare for one of the largest purchases you’ll ever make.

• 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:

• Help Ensure Smooth Sailing by Being Properly Protected

  From our subsidiary Broadview Insurance Agency: Boat insurance covers loss or damage to your boat and helps protect you financially for injuries or damage caused by covered mishaps.

• Inflation and Retirement Income Calculator

  Use this calculator to estimate how much more income you may need when factoring in inflation between now and until you reach retirement to keep the same standard of living that you may have today.

• The Importance of Financial Wellness

  Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than half1 of employers now offer financial wellness programs to their workers.

• Life Insurance vs. Annuities: Which is a Better Fit for You?

  Life insurance and annuities are essential financial planning tools for providing future independence.

• How to Manage Your 401(k) Investments: DIY or Hire a Financial Professional?

  Managing 401(k) investments is crucial to planning one's financial future.

• Retirement Investment & Withdrawal Strategies

  Discuss investment challenges that retirees face and strategies to help address them.

• A Beginner’s Guide to Investing

  When you start to consider if investing is an appropriate option for you, you may have questions. It’s OK to have questions. Investing can be a challenging subject to grasp. The more you learn about investing and the potential benefits, the more your confidence may grow.