Joe Oliver

Investing With Heart: Find a Financial Advisor Who Shares Your Values 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 wea […]

You Have an Estate Plan — Whether You Know It or Not 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 alr […]

Should You Trust a ‘Finfluencer’? 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 “fi […]

The Importance of Setting Strong Financial Goals 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 […]

Work Toward Your Own Financial Independence Day 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 […]

Steps to Take Following a Job Loss 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. A […]

Should You Pay Off Debts or Invest? 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 a […]

Questions to Ask Your Financial Advisor 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, t […]

Observe Save for Education Day with a 529 Plan 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 e […]

What Comes After, ‘I Do?’ Marriage is more than a ceremony — it’s a union of families and finances. When you and your partner are honest with each other about money and finan […]

Be Alert for Caregiver Financial Abuse Do you have a parent or other elderly relative who may soon need a caregiver? If so, be diligent when selecting the right person for the job — b […]

Financial Moves for a Growing Family If you’re adding a child to your family, it’s an exciting time, and you have much to anticipate. Of course, this new addition will bring many cha […]

Three Stops on the Road to Financial Stability Achieving financial stability doesn’t happen overnight — it takes a journey. And, as with every journey, you’ll need to make some stops along the way. […]

How Should You Respond to Tariffs? The Trump Administration has announced tariffs on trade with other countries. While there has been a lot of uncertainty as to how these policies will […]

How Can You Boost Your Savings? It might not be on your calendar, but America Saves Week is observed from April 7–11. Are you saving enough? If not, how can you save more? If you d […]

Don’t Lose Track of Financial Accounts For years, people save and invest in 401(k) plans, IRAs and other financial accounts. They wouldn’t lose track of this money, would they? You might b […]

Five Moves for Young Investors If you’re just beginning your career, what are your financial priorities? You might have student loans to deal with. And you may even be thinking a […]

Key Decisions for Retired Couples Once you and your spouse retire, you’ll have some decisions to make — decisions that could affect your quality of life in your retirement years. Wha […]

Women Caregivers Face Financial Challenges On March 8, we observe International Women’s Day. Although this event celebrates women’s achievements, it’s still true that women, especially caregi […]

What to Know Before “Reversing” Your Retirement After working for decades, you may have been looking forward to retiring. But what if you decide to “reverse” your retirement? You could rejoin the […]