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• 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.

• Strategies Using Life Insurance

  Life insurance is not only about protecting your survivors in the event of your death. Depending upon the type of policy you purchase, it can also enable you to meet specific life goals.

• Watercraft and Recreational Vehicles

  From our subsidiary Broadview Insurance Agency: Get the right coverage before heading for the great outdoors with your boat, RV, watercrafts, ATVs, UTVs, and snowmobiles.

• The Hidden Gems of IRAs: 5 Little-Known Facts You May Not Know

  Look past the surface, examine it closer, and you may be surprised that numerous accounts, including your IRAs, contain hidden gems and little-known facts you didn’t know existed.

• Is a 529 to Roth IRA Rollover Right for You? Here's What You Need to Know

  If you have a 529 education savings plan, it can now be converted to a Roth IRA.

• Investing Made Easy: How to Start Small

  In this article, we take the complexity out of investing to make it more enjoyable.

• ADA Reasonable Accommodation Policy

  The Americans with Disabilities Act (ADA) and the Americans with Disabilities Act Amendments Act (ADAAA) are federal laws that require employers with 15 or more employees to prohibit discrimination against applicants and individuals with disabilities and, when needed, to provide reasonable accommodations to applicants and employees who are qualified for a job, with or without reasonable accommodations, so that they may perform the essential duties of that job.

• Funds Availability

  Our policy is to not delay the availability of funds that you deposit into your account any longer than necessary.

• Turning Fortune into Financial Freedom: A Beneficiary’s Guide to Handling an Inheritance

  Inheriting comes with many emotions, from sadness to confusion to perhaps even joy or relief.

• The Power of Purposeful Giving: Tax Planning Insights for Charitable Deductions

  Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities.

• Social Security Simplified: Common Questions and Answers

  Whether you are getting close to retirement or even if retirement is still a little way off, here are some common questions and answers regarding Social Security.

• Qualified Charitable Distributions for RMDs

  Qualified Charitable Distributions (QCDs) are vital for those who must take an annual required minimum distribution (RMD) but seek a tax-advantaged strategy that may help lower their adjusted gross income (AGI).

• 3 Moments in Life Where You Should Consider Consulting a Financial Professional

  If you've ever wondered why so many lottery winners (an estimated 70 percent) seem to blow through all their winnings so quickly, the answer often lies in two key traits: overconfidence and trusting the wrong people.1 The same holds true for many athletes, musicians, and movie stars—even a multi-million-dollar jackpot or contract isn’t likely to go far when you're purchasing multiple homes, luxury vehicles, and keeping a large staff of assistants on your payroll.

• Gift Card Scams

  If you get a request for gift cards as payment, it’s probably a scam. Get the lowdown from a financial security expert so you can spot the scam.

• Commercial Insurance

  From our subsidiary Broadview Insurance Agency: Safeguard your business with a comprehensive commercial insurance plan. Proper coverage reduces risk by providing protection should a company need to defend against unexpected losses. Options for commercial auto, worker's compensation, contractor's liability, products and operations, and cyber liability.

• 10 Things You Can Do to Strengthen Your Online Security

  When criminals steal personal data, the impact can be devastating. Fortunately, you can take steps to safeguard your identity and online activity. Shane Shoemaker, VP of Financial Crimes at Broadview, shares his best tips in this 10-point checklist.

• Do I Need Life Insurance in Retirement?

  You work your entire life with the hope that one day you may be able to retire when you choose and have the free time to take advantage of all of the social activities, travel, and hobbies you couldn’t do regularly with the responsibility of a career and providing for your family.

• 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

• 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.

• Smart Strategies for Staying Ahead in Uncertain Markets

  Over the past few years, the market has appeared to be on a rollercoaster, providing investors with moments of excitement followed by heart-palpitating anxiety.