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Personal Finance

Retirement plans in the United States
Personal Finance

What to Know Before “Reversing” Your Retirement

February 20, 2025February 20, 2025 - by Joe Oliver

After working for decades, you may have been looking forward to retiring. But what if you decide to “reverse” your retirement?

What to Know Before “Reversing” Your Retirement Read More

Career transition
Personal Finance

Consider These Moves When Considering a Career Transition

February 13, 2025February 13, 2025 - by Joe Oliver

If you are navigating a career transition, what financial moves should you consider? Here are five things you need to know before making a move.

Consider These Moves When Considering a Career Transition Read More
Financial literacy
Personal Finance

Take Steps to Boost Financial Literacy

February 6, 2025February 6, 2025 - by Joe Oliver

To achieve your financial goals, it’s tremendously helpful to know as much as you can about issues such as saving, spending, borrowing and investing. So, what can you do to …

Take Steps to Boost Financial Literacy Read More

Passive income
Personal Finance

Dividends: Reinvest or Not?

January 30, 2025January 29, 2025 - by Joe Oliver

As you may know, some businesses pass along part of their profits to investors in the form of dividends. If you own shares of these companies, either directly in stocks …

Dividends: Reinvest or Not? Read More
401(k)
Personal Finance

You Can Put More Into Your 401(K) This Year

January 23, 2025January 23, 2025 - by Joe Oliver

Once you retire, you’ll likely need to draw on a variety of financial sources — and one of the most important ones may be your 401(k). And for 2025, you …

You Can Put More Into Your 401(K) This Year Read More

Roth IRA
Personal Finance

When Is a Good Time for Roth Conversion?

January 16, 2025January 16, 2025 - by Joe Oliver

In life, you often get second chances — and the same is true with investing. To illustrate: You might not have been able to contribute to a Roth IRA during …

When Is a Good Time for Roth Conversion? Read More
Employee benefits
Personal Finance

Financial Considerations When Changing Jobs

January 9, 2025January 9, 2025 - by Joe Oliver

Are you changing jobs soon? If so, you’ll obviously be interested in your new salary — but you’ll also want to look at other financial considerations.

Financial Considerations When Changing Jobs Read More

Personal finance
Personal Finance

Is Buying a Home Always the Right Move?

January 3, 2025January 2, 2025 - by Joe Oliver

It’s widely thought that home ownership is a key to building wealth — but is it? And should you consistently make sacrifices to buy your own home?

Is Buying a Home Always the Right Move? Read More
Retirement plans
Personal Finance

Time for New Year’s Financial Resolutions

December 27, 2024December 27, 2024 - by Joe Oliver

Now that the calendar has flipped, it’s time for some New Year’s resolutions. You could decide you’re going to exercise more, lose weight, learn a new skill, reconnect with old …

Time for New Year’s Financial Resolutions Read More
Tax deferral
Personal Finance

Can You Still “Max Out” Your IRA?

December 19, 2024December 19, 2024 - by Joe Oliver

The year is nearly over, but you still have time to make some beneficial financial moves — such as “maxing out” on your IRA.

Can You Still “Max Out” Your IRA? Read More

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