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Content Library

Group of young professionals in a meeting. They are in a casual office setting
Michael Jolie | Nov 30, 2023

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Woman in a suit holding a piece of paper. She is in an office setting.
Michael Jolie | Nov 23, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Man reading newspaper next to laptop and phone
Michael Jolie | Nov 16, 2023

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next move?
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Grandmother and granddaughter knitting together
Michael Jolie | Nov 9, 2023

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Michael Jolie | Nov 2, 2023

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Couple walking in a field with the ocean in the background
Michael Jolie | Oct 26, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Michael Jolie | Oct 19, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Set of keys beside miniature house
Michael Jolie | Oct 12, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Michael Jolie | Oct 5, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Business page of a newspaper
Michael Jolie | Sep 28, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Professionally dressed man and woman looking at a tablet
Michael Jolie | Sep 21, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Grandmother with child
Michael Jolie | Sep 14, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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