Joe Oliver

Look At Your Financial Situation Holistically When you plan a trip, you consider not only the destination but also the climate, activities that interest you, transportation needs, anticipated […]

Planning Your Business Exit: Start With the End in Mind If you own a business, you’ve probably spent countless hours thinking about how to grow it, manage daily operations and serve your customers. But have […]

Life Insurance: Protecting What Matters Most September is Life Insurance Awareness Month and the perfect time to consider whether you have adequate coverage to protect your loved ones. While no […]

Let a Financial Advisor Help Plan for Life’s Curveballs No matter what stage of your life you’re in — caring for children, working toward retirement or planning your legacy — unforeseen events like a job l […]

529 Education Savings Plans: More Flexible Than You Think Planning for your child’s education can feel overwhelming, but a 529 education savings plan offers a powerful way to build a financial foundation for t […]

Does the 4% Rule Still Make Sense for Your Retirement? You may have heard of the “4% rule” when it comes to retirement. The idea is simple: After you retire, you withdraw 4% of your investment portfolio eac […]

Investing With Heart: Find a Financial Advisor Who Shares Your Values When it comes to managing your money, there’s more to consider than just the bottom line. For many people, investing isn’t only about building wea […]

You Have an Estate Plan — Whether You Know It or Not Think estate planning is only for the wealthy or elderly? Think again. If you own anything — a home, a car, a savings account, even a pet — you alr […]

Should You Trust a ‘Finfluencer’? In the age of social media, it’s easy to find advice on just about anything — including how to manage your money. Content creators known as “fi […]

The Importance of Setting Strong Financial Goals There’s a quote about the importance of setting goals that says, “If you don’t know where you’re going, any path will take you there.” You probably […]

Work Toward Your Own Financial Independence Day We’re getting close to the Fourth of July, our national Independence Day. This celebration may get you thinking of the many freedoms you enjoy. But […]

Steps to Take Following a Job Loss Perhaps you’ve heard the expression: “Life is what happens when you’re busy making other plans.” It’s certainly true about an unexpected job loss. A […]

Should You Pay Off Debts or Invest? Some financial decisions can be challenging — like whether to use your money to reduce your debt or to invest. If you already have a significant a […]

Questions to Ask Your Financial Advisor You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, t […]

Observe Save for Education Day with a 529 Plan Whether your children are in grade school or high school, they’ll be leaving for college or trade school before you know it. With the cost of e […]

What Comes After, ‘I Do?’ Marriage is more than a ceremony — it’s a union of families and finances. When you and your partner are honest with each other about money and finan […]

Be Alert for Caregiver Financial Abuse Do you have a parent or other elderly relative who may soon need a caregiver? If so, be diligent when selecting the right person for the job — b […]

Financial Moves for a Growing Family If you’re adding a child to your family, it’s an exciting time, and you have much to anticipate. Of course, this new addition will bring many cha […]

Three Stops on the Road to Financial Stability Achieving financial stability doesn’t happen overnight — it takes a journey. And, as with every journey, you’ll need to make some stops along the way. […]

How Should You Respond to Tariffs? The Trump Administration has announced tariffs on trade with other countries. While there has been a lot of uncertainty as to how these policies will […]