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• Show Loved Ones You Care This Valentine's Day With An Updated Estate Plan

  Hopefully, you’re planning to give all of your loved ones plenty of affection this Valentine's Day. But what if you weren’t around? To make sure everyone is fully protected when you’re gone, you need an estate plan. This year, show everyone you care by making sure your plan is fully updated. Check out these tips to do this task properly.

• Year-End Tax Planning Considerations for Capital Gains

  Year-end tax planning can help investors manage their overall tax liability while seeking to manage investments for suitable tax outcomes. In this article, we explore four key tax planning areas for capital gains: what it is, tax law changes, tax efficiency, and offsetting capital losses.

• Key Financial Wellness Metrics for Near-Retirement Individuals

  As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital.

• Megan Burdick

  tertiary Megan Burdick Financial Consultant Megan Burdick started her career in the financial services industry in 2020 as a travel teller, and has worked her way to her current role as a

• Four Ways to Improve Your Financial Literacy

  Personal finance is an important area of knowledge—but it's not always taught in schools. Read on for four tips and tricks that may significantly improve your financial literacy.

• Why Women are More Savvy Investors than Men

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

• 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.

• 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.

• Shared Branching Service Update

  Important changes beginning May 1, 2026

• Term Life Calculator

  Use your current income, debts, and savings to help calculate the amount of life insurance you need.

• Fees For Existing Mortgage

  We're here to help you manage your mortgage and any bumps in the road.

• 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.

• Ask the Experts: Final College Financing Decisions

  Join our knowledgeable experts from the College Bound team for a virtual panel discussion of common questions relating to paying for college.

• Broadview Social Media Guidelines

  Broadview’s social media pages/platforms are public and intended to be a fun community page where you can learn about Broadview, its mission, and events.

• Blogs

  Read Broadview's blog.

• 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.

• 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.

• 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.

• Compare Certificates Calculator

  Compare the rates and terms of different certificates to see what you can expect to earn.

• Branches and Locations

  Broadview's full-service branches and VTMs are conveniently located throughout New York's Capital Region, Syracuse, Buffalo, and Binghamton. With nearly 30,000 free and low-fee local CO-OP network ATMs throughout the Unites States, we make managing your accounts even easier.