Joe Oliver

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 […]

Consider These Moves When Considering a Career Transition If you are navigating a career transition, what financial moves should you consider? Here are five things you need to know before making a move. […]

Take Steps to Boost Financial Literacy To achieve your financial goals, it’s tremendously helpful to know as much as you can about issues such as saving, spending, borrowing and investing. S […]

Dividends: Reinvest or Not? As you may know, some businesses pass along part of their profits to investors in the form of dividends. If you own shares of these companies, either […]

You Can Put More Into Your 401(K) This Year Once you retire, you’ll likely need to draw on a variety of financial sources — and one of the most important ones may be your 401(k). And for 202 […]

When Is a Good Time for Roth Conversion? In life, you often get second chances — and the same is true with investing. To illustrate: You might not have been able to contribute to a Roth IRA d […]

Financial Considerations When Changing Jobs Are you changing jobs soon? If so, you’ll obviously be interested in your new salary — but you’ll also want to look at other financial consi […]

Is Buying a Home Always the Right Move? It’s widely thought that home ownership is a key to building wealth — but is it? And should you consistently make sacrifices to buy your own hom […]

Time for New Year’s Financial Resolutions Now that the calendar has flipped, it’s time for some New Year’s resolutions. You could decide you’re going to exercise more, lose weight, learn a new […]