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Personal Finance

Personal finance
Personal Finance

Let a Financial Advisor Help Plan for Life’s Curveballs

August 21, 2025August 21, 2025 - by Joe Oliver

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 loss, a major illness …

Let a Financial Advisor Help Plan for Life’s Curveballs Read More

529 plan
Personal Finance

529 Education Savings Plans: More Flexible Than You Think

August 14, 2025August 14, 2025 - by Joe Oliver

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 their educational future.

529 Education Savings Plans: More Flexible Than You Think Read More
UGI Corporation
Personal Finance

UGI Expects Strong Finish to Fiscal 2025 After Solid Year-to-Date Results

August 12, 2025August 11, 2025 - by Timothy Alexander

VALLEY FORGE, PA — UGI Corporation (NYSE: UGI) reported a narrower third-quarter adjusted loss and reaffirmed expectations to close fiscal 2025 at the high end of its earnings guidance, supported …

UGI Expects Strong Finish to Fiscal 2025 After Solid Year-to-Date Results Read More

Required minimum distribution
Personal Finance

Does the 4% Rule Still Make Sense for Your Retirement?

August 7, 2025August 7, 2025 - by Joe Oliver

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 each year. In …

Does the 4% Rule Still Make Sense for Your Retirement? Read More
Socially responsible investing
Personal Finance

Investing With Heart: Find a Financial Advisor Who Shares Your Values

July 31, 2025July 31, 2025 - by Joe Oliver

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 wealth or reaching goals — it’s …

Investing With Heart: Find a Financial Advisor Who Shares Your Values Read More

Estate planning
Personal Finance

You Have an Estate Plan — Whether You Know It or Not

July 24, 2025July 24, 2025 - by Joe Oliver

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 already …

You Have an Estate Plan — Whether You Know It or Not Read More
Financial adviser
Personal Finance

Should You Trust a ‘Finfluencer’?

July 17, 2025July 17, 2025 - by Joe Oliver

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 “finfluencers” — short for …

Should You Trust a ‘Finfluencer’? Read More

Financial anxieties
Personal Finance

Vanguard Survey Highlights Emotional and Time-Saving Benefits of Personalized Financial Advice

July 12, 2025July 11, 2025 - by Timothy Alexander

VALLEY FORGE, PA — Investors who receive personalized financial advice are reaping far more than just improved portfolio performance, according to new research from Vanguard. The firm’s Emotional & Time …

Vanguard Survey Highlights Emotional and Time-Saving Benefits of Personalized Financial Advice Read More
Financial Goals
Personal Finance

The Importance of Setting Strong Financial Goals

July 10, 2025July 10, 2025 - by Joe Oliver

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 have dreams about retirement, …

The Importance of Setting Strong Financial Goals Read More
Financial independence
Personal Finance

Work Toward Your Own Financial Independence Day

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

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 have you thought of what …

Work Toward Your Own Financial Independence Day Read More

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