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• 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.

• 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.

• Are You Eligible for the No Tax on Tips Provision One Big Beautiful Bill Act 2025

  The One Big Beautiful Bill Act (OBBBA) of 2025 introduces a new federal tax deduction for tip income.

• Resources for New Businesses

  Let us help your business reach its full potential! Make Broadview your first stop for a business account and access resources from organizations that support new businesses.

• RPI Branch

  We’re on RPI's campus, we’re a credit union, we support the community, and we’re a perfect fit for college students.

• University at Albany Branch

  Broadview is on University at Albany's campus, we’re a credit union, we support the community, and we’re a perfect fit for college students

• Safeguarding Your Social Security Benefits and Personal Information

  According to a Bankrate survey, 34% of adults have experienced some form of financial fraud or an attempted scam as of January 2024.

• College Bound

  Broadview staff and members are dedicated to helping students and parents find the right college and build a smart financing plan. Meet with our Certified College Funding Specialist and apply for our annual scholarship program.

• Text Message Scams: What They Are and How to Avoid Them

  Text message scams are a common form of cybercrime. Scammers impersonate legitimate companies to trick you into giving them personal information. They then use this data to access your accounts or sell this information to others. Here are some common scam tactics.

• 5 Hard Truths of Home Renovation

  Whether you are doing your own home renovation or have some pros on the job, here are a few friendly reminders to consider before letting that hammer fly.

• 401(k) Rollover Options to Consider

  When people are leaving their employer, one of the decisions they need to make is what to do with their 401(k).

• The Unexpected Limitations of Personal Tax Deductions

  The world of personal taxation and tax deductions can often be puzzling. While these elements aid in reducing one's tax burden, they may also come with unexpected limitations. These limitations can take taxpayers by surprise, reducing the potential tax reduction they envisioned when filing taxes.

• 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, SVP of Financial Crimes at Broadview, shares his best tips in this 10-point checklist.

• 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.

• 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.

• Home Buying Education

  Helpful steps for the first-time homebuyers. Know how much you can afford to spend by getting pre-qualified for your loan.

• A 529 Plan is a Powerful Tool to Save for College

  For many families, there’s a sense of excitement and anticipation that fills the air as high school seniors prepare to embark on their next journey: college. The rising costs of higher education necessitate careful financial planning, and an upcoming graduation serves as a timely reminder to assess one's savings strategy, explore available resources, and prioritize building a solid financial foundation for the future.

• 5 Homeowner Estate Planning Tips to Consider

  Estate planning helps disperse your assets according to your wishes. The effort may seem daunting at first, but estate planning does not have to be overly complicated. With the proper planning, you may find yourself resting a little easier knowing you have an estate plan in place. While an estate plan is personalized to the wants and needs of each person, here are a few tips to help anyone get started.

• Starting a New Job? 7 Items for Your Financial Checklist

  As you advance in your career, make your finances a priority.

• 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.