Joe Oliver

Ten Financial Steps to Take Before And After Your Wedding Day Getting married is a major decision that comes with a financial to-do list that’s arguably more important than choosing a venue or a cake. Talking […]

Help Your Graduate Use Credit and Debit Cards Wisely As your new graduate prepares to step into the next chapter of life – whether that’s more education or starting a career – one of the best things you […]

Four Reasons a 529 Plan Might Make Sense for Your Family A 529 education savings plan might sound like something only families with college-bound kids need. But the versatility of a 529 account may surprise […]

Saving for Retirement: Are You Guessing or Planning? Let’s say you dream of spending your retirement mornings on a warm beach, coffee in hand, waves rolling in. To get there, you had a simple plan: save $ […]

Four Estate Planning Myths That Could Cost Your Family Consider this scenario: A teacher of 30 years and mother of three passes away at age 58. She leaves behind a modest home, a retirement account and […]

Which Retirement Plan Is Right for Your Business? If you’re a local business owner, a workplace retirement plan can be a powerful tool – helping you manage taxes, strengthen employee retention and bui […]

Emergency Funds Offer Breathing Room When It Matters Everyone needs an emergency fund. Financial experts recommend it, and we’ve all experienced surprise expenses: a costly car repair, a broken water h […]

Sustainable Investing Means Investing With Purpose When you think about investing, you probably want your money to grow. But maybe you also want it to make a positive difference in the world while you […]

Risks Threatening Gen Z’s Retirement — And How To Tackle Them While older generations worry about having enough money for retirement, many Gen Z workers aren’t even starting to save. Research in 2025 by Edward J […]

Four Stages of Raising Confident, Money-Smart Kids Good financial habits are a little like brushing your teeth. When you learn them early, they become second nature, and you carry them with you for […]

Ask These Two Questions Before Buying a Home You may have heard that buying a home is better than renting. After all, why “throw money away” on rent when you could be building wealth through hom […]

Ease the Squeeze on Your Retirement Income Plan Rising prices may not dominate headlines the way they did a year or two ago, but if you’re retired, you’re probably still feeling them. Even when ove […]

Take Charge of Your Debt, One Step at a Time If you’re dealing with debt, you’re far from alone. More than 80% of U.S. households carry some form of debt (2025 Federal Reserve report), and sin […]

How Outdated Beneficiary Choices Can Derail Your Plans When you open a retirement account or buy a life insurance policy, you’re asked to name a beneficiary. It might seem like just another form to fill o […]

Your Credit Score Matters More Than You May Think Your credit score can play a surprisingly big role in your financial life. From renting an apartment to getting a cellphone plan, your credit score can […]

Unlock the Full Potential of Your 401(k) Your 401(k) is one of the most powerful tools for securing your financial future. The question is: Are you using it to its full potential? Here are […]

What Should You Do With Your Tax Refund? It’s almost time for people to begin receiving their tax refunds. If you get one, what will you do with it? The answer will depend somewhat on the s […]

Local Business Owners: Don’t Overlook Retirement Plans If you’re a local business owner, you’re juggling many priorities: growing revenue, managing expenses, supporting your team and planning for your own […]

Tax-Saving Moves You Can Still Make for 2025 Tax season is upon us, and while April 15 may seem like it’s right around the corner, you still have time to make some strategic moves that could lower […]

Why Social Security Matters More for Women When planning for retirement, Social Security isn’t just another item on your financial checklist. For women especially, it’s often the cornerstone of […]