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Money Talk for Couples
Ideally, couples who co-mingle their finances have the money talk before making major purchases, sharing bank accounts, or going into business together.
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Business Security & Fraud
Security and Fraud protection information for your business.
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Moving to a New City? 6 Financial Readiness Steps
Moving can be exciting, but it can also be stressful when it comes to your finances. Use this checklist to get your money in shape, so you can focus on your new home and new life!
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Investing vs. Saving: Key Differences and Why Your Money Mindset Matters
You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing.
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CAP COM Cares Foundation Golf Tournament Sets Fundraising Record
CAP COM Federal Credit Union and its charitable giving arm, the CAP COM Cares Foundation, hosted their annual charity golf tournament which marked the 26th annual fundraiser which hosted 180 golfers and raised $146,500, a new record for the tournament.
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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.
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Overdraft Protection
To avoid the hassle altogether, CAP COM offers three overdraft options to protect your checking account - courtesy pay, automatic transfers, and checking line of credit.
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Spreading Holiday Cheer with Year-End Giving
The holidays are nearly upon us – a time of giving, goodwill to others, and embracing traditions.
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A Retirement Countdown Checklist: 5 Steps to Consider Before Retirement
Whether you're hoping to retire soon or are just beginning to explore the idea of stepping back from your job, you're probably wondering how to make it happen. Will you have enough money? How will you spend your time? What will you do for health insurance? Here, you’ll find a useful countdown of the five biggest steps to developing a solid retirement plan.
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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 CAP COM, shares his best tips in this 10-point checklist.
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Just Starting Out? 8 Financial Success Tips
Congratulations as you begin the next exciting stage of life! Whether you’re entering the workforce or continuing with college, use this checklist to help you master your finances.
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8 Financial Tips for Life as a Couple
Do you and your partner plan to move in together, or make it official and get married? As you begin your new life together, this checklist can help your finances get along just as well as the two of you. Congratulations!
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LoanXpress
LoanXpress makes it easy to get the money you need without going through the usual application process. If you’re pre-approved for funding, you can put it on the fast track!
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Buying a Home? 8 Financial Checklist Essentials
The sooner you can prepare your finances, the more confident you’ll be when you go house hunting. Use this checklist to clear potential obstacles and smooth the way to homeownership!
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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).
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Navigating the 4 Phases of Retirement
Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready?
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Build Your Savings
Grow your savings for a certain goal or be ready for unplanned expenses.
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Meet the Team
Meet the team of Broadview Wealth Management.
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Close to Retirement? What to Know About the SECURE Act 2.0
Retirement Close to Retirement? What to Know About the SECURE Act 2.0 Close to Retirement? What ... This article was prepared by LPL Marketing Solutions [i] What 'Secure 2.0' means for near-retirees
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Getting Divorced? Use This 8-Point Financial Checklist
Divorce can put a strain on many aspects of your life, including your finances. It's vital that you get your financial situation in order as soon as possible. Here are eight things you can do to prepare your finances.