Joe Oliver

Should Estate Plans Be Equal … or Fair? When you’re creating your estate plan, your biggest priority may be taking care of your family — your spouse, grown children, grandchildren, and oth […]

Financial Freedom: A Gift to Your Family Here’s a sobering statistic: 72% of retirees say one of their biggest fears is becoming a burden on their families, according to a study by Edward J […]

Term vs. Perm: Which is Right for You? If you’ve been thinking about life insurance, especially if you have family, loved ones, or anyone who depends on you financially, you might be c […]

Financial Literacy: It’s Important for Everyone April is National Financial Literacy Month — a good reminder that all of us can benefit from boosting our financial knowledge. But what is financial l […]

Be Careful When Naming Beneficiaries You might not have thought much about beneficiary designations — but they can play a big role in your estate planning. When you purchase insurance p […]

What Should You Know about Long-Term Care? We all hope to remain healthy and independent throughout our lives – but life can be unpredictable. If you were ever to need some type of long-term c […]