Joe Oliver

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 […]

How to Be a ‘Seasonal’ Investor As we transition from summer to autumn, change is all around us — leaves are taking on new colors, temperatures are dropping, and the days are g […]

529 Plan Can Help Ease College ‘Sticker Shock’ The school year will soon be here. And if you have young children, you’re one year closer to the day when they may be headed off to college. When t […]

Are You Afraid of Outliving Your Money? Do you worry about running out of money during your retirement years? If so, how can you help prevent this from happening? In the first place, if you […]

How Should You Respond to Market Cycles? The movement of the financial markets can seem mysterious — and yet, if we look back over long periods, we can see definite patterns that c […]

Whom Should You Choose as a Trustee? When drawing up your estate plans, you might find it useful to create a revocable or irrevocable trust, either of which can help your estate avoid […]

How Strong Is Your Emergency Fund? You can’t predict financial emergencies — but you can prepare for them. To do that, you can build an emergency fund to pay for unexpected exp […]

What to Know Before ‘Reversing’ Your Retirement If you’ve retired, you may have thought you closed the book on one chapter of your life. But what happens if you need to “reverse” your retir […]

Avoid These Estate Planning Mistakes By the time you reach retirement age, you may have accumulated a 401(k), IRA and other investment accounts, along with insurance policies and physical […]

Financial Tips for Widows and Widowers Losing a spouse is one of the most painful experiences anyone can have. Unfortunately, widows and widowers have to deal with more than just the […]

Don't Let Investments Take a Vacation Summertime is almost here — and for many people that means it’s time to hit the road. But even if you decide to take a vacation, you’ll want other […]

New Choices for Business Owners If you own a business and you offer a 401(k) or similar retirement plan to your employees, you’ll want to stay current on the various changes a […]

How Is Your Retirement Income Taxed? Once you’re retired, you will likely need to draw on several types of income for your living expenses. You’ll need to know where these funds are com […]

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 […]