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• Property Insurance

  From our subsidiary Broadview Insurance Agency: Coverage options for homeowners, renters, and landlords.

• Vehicle Loan Calculator

  Estimate your monthly payments with our auto loan calculator. Adjust the interest rate and terms to calculate a comfortable payment amount.

• 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.

• Calculators

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

• How to Hide Your Accounts

  Resources landing How to hide your accounts Log in to digital banking to customize your dashboard. Here are two places you may see other accounts. If you want, you can hide them. On your

• How Much Should I Have in My 401(k)?

  A crucial aspect of planning involves understanding how much money you should aim to have in your 401(k) now, based on your age, as you save for retirement.

• Preferred Dealer List

  Once you are pre-approved and if you want to handle the dealership experience yourself, visit one of Broadview’s Preferred Dealers so you can enjoy top-notch service and a few extra benefits.

• A Taxpayer’s Guide to Exemptions, Deductions, and Credits

  The IRS provides a few ways taxpayers can reduce the taxes they owe if they qualify for certain exemptions, deductions, and credits.

• 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.

• 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.

• Scam Alert: Fake Holiday Deals

  The fact that we have become a society dependent upon the internet makes it easier for criminals to steal your money. Here are some ways to protect yourself when you are shopping online.

• 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.

• Financial Freedom, Market Volatility, and You

  If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a volatile stock market, and recession fears, many investors find themselves wondering how to proceed.

• 5 Milestones That Mean It's Time for a Life Insurance Review

  Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in adulthood.

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

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

• Paul Brown II

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

• How to Save Money as a Young Adult

  Saving money sounds easy, but if you don't establish good financial habits, you might end up not saving at all. There are a ton of opportunities out there that can help you save. Here are some favorites.

• Freezing Your Credit is Free

  A federal law enables consumers to freeze their credit files at no cost. Thawing the freeze (un-freezing them temporarily) is free, too. Learn why and how to do it.

• Calculators

  Looking for calculators to research loan options? Or do you just like math? Either way we have provided a list of various loan calculators to help.

• The Importance of Choosing the Right Life Insurance Policy for Your Retirement Years

  Life insurance has its benefits, and choosing a manageable life insurance policy is a critical step in your retirement planning.