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The mission of the Institute for Financial Well-Being is to guide and encourage individuals to focus on achieving economic stability - using innovative tools, making informed decisions, and encouraging positive habits.

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The mission of the Institute for Financial Well-Being is to guide and encourage individuals to focus on achieving economic stability - using innovative tools, making informed decisions, and encouraging positive habits.

The mission of the Institute for Financial Well-Being is to guide and encourage individuals to focus on achieving economic stability - using innovative tools, making informed decisions, and encouraging positive habits.

This Week @ Broadview Financial Well-Being

Short, timely articles based on a real-world weekly theme.

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Personal and Professional Etiquette

Whether you're having a business lunch or evening going on a date, everyday personal etiquette says a lot about you.

Join Broadview Financial Well-Being for live online learning: Strategies to Secure Your First Job.

Click here for the entire schedule of live, interactive learning events for all ages.

 

What Etiquette Says About You

Introduction to the Personal and Professional Etiquette week.


Top Ten Etiquette Mistakes When Dining

Whether you're on a first date or attending an important business lunch, good table etiquette is an absolute must if you want to present yourself in the best possible light.


Don't Know How Much to Tip? Here's a Helpful Guide

The ins and outs of tipping anyone who provides you with a service.


The Role of Etiquette in the Workplace

Learning how to successfully navigate the rules of office etiquette is a critical step toward thriving at work. The following will help you negotiate social situations with confidence.


How to Talk About Money

Even in today's "share everything" culture, money is still a sensitive subject - and that's one reason why you should follow the rules of etiquette governing such conversations.

New topics are posted every Sunday.

Miss last week? Scroll down to catch up.

A piggy bank on the welcome mat of a home.

Last Week @ Broadview Financial Well-Being

Home Improvement and Renovation

If you own your home, it's likely to be your biggest investment. So how do you determine whether or not to invest more?

Join Broadview Financial Well-Being for live online learning: Budgeting Basics.

Click here for the entire schedule of live, interactive learning events for all ages.

Improvements Versus Repairs

The financial distinction can be important and often overlooked.

Renovate or Move? It's Complicated

Deciding whether to renovate your existing home or buy a new one involves more than purely financial considerations.

Energy Efficiency: Is it Worth it?

The financial benefits of energy efficient upgrades can vary greatly.

Which Renovations Are Worth It?

From a financial point of view, the answers can be surprising.

How to Fund Renovations

From mortgage refinancing to government loan programs, home owners have a variety of finding choices.

Tax Benefits and Home Renovations

From tax deductible interest expenses to tax credits for energy efficient upgrades, a reduced tax bill can take some of the bite out of renovation expenses.

The Biggest Mistakes People Make When Renovating

Five things to avoid when starting a project - and what to do instead.

 Upcoming Events

How Do I Pay for That?
Tuesday, February 7 at 6:00 PM EST
Online Meeting
Host: Broadview Financial Well-Being
Home Buying 101
Thursday, February 16 at 12:00 PM EST
Online Meeting
Host: Broadview Financial Well-Being
Navigating Retirement with a G.P.S.
Wednesday, February 22 at 6:00 PM EST
Online Meeting
Host: Broadview Financial Well-Being

About Broadview Financial Well-Being

Join Broadview educators for a unique, live, interactive webinar experience. Find our ongoing schedule in the Event Calendar, and learn more about us in the link below. Do you have a group or organization that could benefit from financial education? Topics are available for all ages and education is always free. Contact us to make a request.


A photo of Cheryl Moore.

Have a question? Contact Cheryl Moore at:

518.649.4927
cmoore@sefcu.com

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