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Personal Finance

Financial planning
Personal Finance

Financial Steps to Prepare for Alzheimer’s and Dementia

September 25, 2025September 25, 2025 - by Joe Oliver

More than 7 million Americans have Alzheimer’s disease, according to a 2025 report from the Alzheimer’s Association. The emotional toll of watching a loved one struggle with the memory loss, …

Financial Steps to Prepare for Alzheimer’s and Dementia Read More

Value investing
Personal Finance

When Investing, One of the Best Abilities Is Durability

September 18, 2025September 18, 2025 - by Joe Oliver

You’ve probably heard about “genius” investors or those who got in on the “ground floor” of a company that grew to be a huge success. These stories may be interesting, …

When Investing, One of the Best Abilities Is Durability Read More
Personal finance
Personal Finance

Look At Your Financial Situation Holistically

September 11, 2025September 11, 2025 - by Joe Oliver

When you plan a trip, you consider not only the destination but also the climate, activities that interest you, transportation needs, anticipated costs, best time to go and coverage for …

Look At Your Financial Situation Holistically Read More

Exit planning
Personal Finance

Planning Your Business Exit: Start With the End in Mind

September 4, 2025September 4, 2025 - by Joe Oliver

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 you thought about how you’ll …

Planning Your Business Exit: Start With the End in Mind Read More
Life Insurance Awareness Month
Personal Finance

Life Insurance: Protecting What Matters Most

August 28, 2025August 28, 2025 - by Joe Oliver

September is Life Insurance Awareness Month and the perfect time to consider whether you have adequate coverage to protect your loved ones. While no one likes to think about what …

Life Insurance: Protecting What Matters Most Read More

Vanguard
Business / Personal Finance

Vanguard Survey Reveals Rising Costs and Missed Savings Opportunities for Parents

August 22, 2025August 21, 2025 - by Timothy Alexander

VALLEY FORGE, PA — A new consumer survey from Vanguard highlights mounting financial pressures on parents, revealing that nearly 70% are spending more than anticipated on their children this year …

Vanguard Survey Reveals Rising Costs and Missed Savings Opportunities for Parents Read More
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

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