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Personal Finance

Retirement
Personal Finance

What to Know Before ‘Reversing’ Your Retirement

June 27, 2024June 27, 2024 - by Joe Oliver

If you’ve retired, you may have thought you closed the book on one chapter of your life. But what happens if you need to “reverse” your retirement?

What to Know Before ‘Reversing’ Your Retirement Read More

Estate planning
Personal Finance

Avoid These Estate Planning Mistakes

June 21, 2024June 21, 2024 - by Joe Oliver

By the time you reach retirement age, you may have accumulated a 401(k), IRA and other investment accounts, along with insurance policies and physical properties. You’ll use some of these …

Avoid These Estate Planning Mistakes Read More
Social security in the United States
Personal Finance

Financial Tips for Widows and Widowers

June 13, 2024June 13, 2024 - by Joe Oliver

Losing a spouse is one of the most painful experiences anyone can have. Unfortunately, widows and widowers have to deal with more than just the emotional trauma — they also …

Financial Tips for Widows and Widowers Read More

Financial adviser
Personal Finance

Don’t Let Investments Take a Vacation

June 6, 2024June 6, 2024 - by Joe Oliver

Summertime is almost here — and for many people that means it’s time to hit the road. But even if you decide to take a vacation, you’ll want other areas …

Don’t Let Investments Take a Vacation Read More
Dividends & Capital Gains
Personal Finance

Stop Paying Taxes in Your Brokerage Account

May 25, 2024May 25, 2024 - by Zach Halvonik

Learn about short-term vs. long-term capital gains taxes in the realm of investments. Differentiation and taxation insights can guide decisions and optimize financial strategies.

Stop Paying Taxes in Your Brokerage Account Read More

Retirement plans
Personal Finance

How Is Your Retirement Income Taxed?

May 16, 2024May 16, 2024 - by Joe Oliver

Once you’re retired, you will likely need to draw on several types of income for your living expenses. You’ll need to know where these funds are coming from and how …

How Is Your Retirement Income Taxed? Read More
Estate planning
Personal Finance

Should Estate Plans Be Equal … or Fair?

May 9, 2024May 9, 2024 - by Joe Oliver

When you’re creating your estate plan, your biggest priority may be taking care of your family — your spouse, grown children, grandchildren, and other loved ones.  And as you think …

Should Estate Plans Be Equal … or Fair? Read More

Financial independence
Personal Finance

Financial Freedom: A Gift to Your Family

May 2, 2024May 2, 2024 - by Joe Oliver

Here’s a sobering statistic: 72% of retirees say one of their biggest fears is becoming a burden on their families, according to a study by Edward Jones and the consulting …

Financial Freedom: A Gift to Your Family Read More
Life insurance
Personal Finance

Term vs. Perm: Which is Right for You?

April 25, 2024April 25, 2024 - by Joe Oliver

If you’ve been thinking about life insurance, especially if you have family, loved ones, or anyone who depends on you financially, you might be curious about the different kinds of …

Term vs. Perm: Which is Right for You? Read More
Financial literacy
Personal Finance

Financial Literacy: It’s Important for Everyone

April 18, 2024April 18, 2024 - by Joe Oliver

April is National Financial Literacy Month — a good reminder that all of us can benefit from boosting our financial knowledge.

Financial Literacy: It’s Important for Everyone Read More

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