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Personal Finance

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
Financial advisor
Personal Finance

Steps to Take Following a Job Loss

June 26, 2025June 26, 2025 - by Joe Oliver

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. And it may cause stress over your …

Steps to Take Following a Job Loss Read More

Financial decisions
Personal Finance

Should You Pay Off Debts or Invest?

June 12, 2025June 12, 2025 - by Joe Oliver

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 amount of debt and …

Should You Pay Off Debts or Invest? Read More
Financial Advisor
Personal Finance

Questions to Ask Your Financial Advisor

June 4, 2025June 4, 2025 - by Joe Oliver

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, think carefully about what …

Questions to Ask Your Financial Advisor Read More
529 plan
Personal Finance

Observe Save for Education Day with a 529 Plan

May 22, 2025May 22, 2025 - by Joe Oliver

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 education rising, now is …

Observe Save for Education Day with a 529 Plan Read More

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