Joe Oliver

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 […]

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 […]

Slow and Steady: A Smart Way to Invest You’ve probably heard stories about fortunate investors who “get in the ground floor” of a new, hot company and quickly make a fortune. But while these […]

When should you take Social Security? One of your important sources of retirement income will likely be Social Security — but when should you start taking it? You can start collecting S […]

Time for a Financial Spring Cleaning? Spring is almost here, which means it’s time for some spring cleaning. This year, in addition to tidying your home and surroundings, you might want t […]

Can You Save Too Much for a Rainy Day? “Save for a rainy day” is an old piece of advice — and a good one. But is it possible to save too much? To begin with, what defines a “rainy day” in […]

How Can Women Bridge the Retirement Gap? March 8 is International Women’s Day, a day for celebrating all the accomplishments of women around the globe. But many women still need to make up g […]

What Should You Do with Your Tax Refund? It’s almost that time of year when many people start receiving their tax refunds. If you get one, what will you do with it? Of course, the answer w […]

How Will Higher Rates Affect You? As you know, interest rates have risen considerably over the past couple of years. But what does this mean to you, as a consumer and as an […]

Why See a Financial Advisor? Investing for your future is important — but it can be challenging. How can you navigate the complexities of the financial markets and make the right d […]

Benefits of Fixed-Income Investments When many people think about investing, the first thing that comes to mind is the stock market. And that’s not surprising, as the rise and fall of s […]

Treasury Bonds: Still Safe for Investors You may have read reports about an impending “debt crisis” in the U.S. Should you be worried about investing in Treasury securities? Part of the con […]

Consider a Family Meeting to Discuss Estate Plans At some point, you’ll want to share your estate plans with your loved ones — and the first step in this process may be to hold a family mee […]