Joe Oliver

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 […]

How Are Your Investments Taxed? As we begin the new year, you may be receiving various tax statements from your financial services provider — so it’s a good time to consider how you […]

Financial Resolutions for 2024: Boost Your Savings, Reduce Debt, and Secure Your Future Now that we’ve reached 2024, you might be thinking about your goals and hopes for the new year. But in addition to whatever personal resolutions you m […]

Avoid Tapping into Your Retirement Savings Early If you want to make a big purchase, such as a new car or a piece of property, or you were faced with a large, unexpected expense, such as a major home […]

COLA Can Sweeten Retirement and Health Accounts It’s usually a good idea to contribute to the tax-advantaged retirement and healthcare accounts available to you. And here’s some good news: In 202 […]

Can You Make Charitable Giving Less “Taxing?” Once again, it’s the season of generosity. In addition to considering gifts for your loved ones, you might want to think about charitable gifts as w […]

What Should You Do With 'Side Gig' Money? As you know, the gig economy has been booming over the past several years. If you’re thinking of using your skills to take on a side gig, what should y […]

Consider These Year-End Financial Moves It won’t be long before we turn the page on 2023. But you still have time to make some financial moves that can pay off in 2024 — and beyond. Here are […]

Do Your Investments Match Your Goals? As you go through life, you’ll have various financial goals — and to achieve them, you’ll need to invest. But just recognizing the need to invest is no […]

Avoid These Investment Mistakes We all make mistakes in many areas of life. These mistakes are usually fairly harmless — we took a wrong turn while driving, used the wrong i […]

Don’t Leave Your IRA to the IRS If you’ve invested in an IRA for many decades, it may well turn into a key source of income for your retirement. Still, you might not deplete your I […]

Start Moving Toward Retirement Security It’s not as well-known as Halloween, but National Retirement Security Week happens every October – the third week, to be precise — and while it doesn […]

When Should You Sell Investments? If you’re a long-term investor, your portfolio may stay fairly stable over time. However, that doesn’t mean you will never sell any investments. But […]

What You Should Ask a Financial Advisor? Managing your finances and investing for your future are important tasks — and they can be challenging. But you don’t have to go it alone. Many peo […]

What to Know About HSAs and FSAs Paying for health care can be challenging — but are you taking full advantage of all the resources available to you? You might have access to a H […]

Consider Financial Gifts For Grandchildren If you have grandchildren, you probably enjoy spending time with them and watching them grow. And to help them achieve a bright future, you might like […]

Help Protect Finances of Loved Ones With Alzheimer’s If you have a loved one showing signs of Alzheimer’s or another form of dementia, you’ll obviously experience some strong emotions — and you’ll likely […]

Should You Invest….or Speculate? You’ll find some big differences between traditional and speculative investments — and knowing these differences can matter a great deal when you […]

What Does It Cost Not to Have Life Insurance? It’s probably not on your calendar, but September is Life Insurance Awareness Month. And that means it’s a good time to become more aware of the ben […]