Joe Oliver

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 […]

Can You Still “Max Out” Your IRA? The year is nearly over, but you still have time to make some beneficial financial moves — such as “maxing out” on your IRA. Actually, you have until […]

Are Your Protection Plans in Place? Have you ever thought about how much you have to protect? Between your family, your finances, your independence and your legacy, it can be quite a lot […]

Inflation-Fighting Strategies for Retirees At different times, inflation may be high or low, but, except in those rare periods of deflation, it’s always with us. During your working years, w […]

Consider Tax-Smart Charitable Gifts As we enter the annual season of giving, you might be thinking of charities you wish to support. But you also might be wondering how to gain some tax […]

Which IRA Is Right for You? The individual retirement account (IRA) is celebrating its golden anniversary. Created in 1974, this savings vehicle has helped millions of people […]

What Will Rate Cuts Mean for You? For the first time in four years, the Federal Reserve has cut short-term interest rates. The Fed has indicated that this cut may be followed by several […]

How Can You Plan for Incapacity? We all hope to enjoy long, healthy lives, retaining the ability to think clearly and make our own decisions. But life doesn’t always work out that w […]

Cutting Spending Can Help Boost Retirement Savings Like most of us, you may someday want to enjoy a comfortable retirement. Your ability to achieve this goal will depend on how much you save — but it a […]

Are Your Heirs Ready to Receive an Inheritance? In the popular imagination, receiving an inheritance always sounds like a good thing — after all, who doesn’t want a financial windfall? And inh […]

Donor-Advised Funds: A Smart Way to Give You can find several ways to make charitable gifts — but if you’re looking for a method that can provide multiple tax benefits, along with an eff […]

Watch Out for Investment Scams When you invest, you’ll find that knowledge is power. The more you know about your investment choices, and who is offering them, the better prepared y […]

Do You Need to Fear Retirement? If you’re planning to retire in a few years, are you looking forward to it? Or are you somewhat apprehensive? Are you asking yourself: “What sort of […]

Know the Risks of Investing — And Not Investing As an investor, you’ll always need to deal with risk of some kind. But how can you manage the risk that’s been made clear by the recent volatility in […]

Should You Be a Global Investor? Investment opportunities don’t stop at the U.S. border. But what should you know about investing internationally? To begin with, what is an i […]

What Can Insurance Do for You? It’s probably not on your calendar, but September is Life Insurance Awareness Month. And it’s indeed a pretty good idea to be aware of what life ins […]

Retirees Must Identify and Manage Income Sources During your working years, you know where your income is coming from because you’re working. But once you retire, you’ll have to identify your inc […]