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Content Library

A couple working in their kitchen together
Michael Jolie | Sep 1, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
Michael Jolie | Aug 25, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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A retiree couple in a meeting with a professional. They are all looking at a laptop screen
Michael Jolie | Aug 4, 2022

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Focused young woman shopping online on her laptop
Michael Jolie | Aug 2, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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A teenager holding a yellow and blue longboard talking to her friend
Michael Jolie | Jul 21, 2022

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Married couple a bench staring at ocean.
Michael Jolie | Jul 14, 2022

Beneficiary Benefits—Keeping Designees Updated Matters Big Time

Insurance
Family
The term beneficiary crops up every now and again. Usually you’ll see it on an insurance form or hear about it in relation to a will, but despite the
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Mother and child working on a laptop together
Michael Jolie | Jul 7, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Michael Jolie | Jun 30, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Michael Jolie | Jun 23, 2022

Financial Planning for Young Professionals

Finance
College
Savings
Lifestyle
You're 25 and feeling alive. You're settling into life after university, paying off your debts and slowly figuring how to "adult". But with the responsibility
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Two yellow balloons with smiley faces on them
Michael Jolie | Jun 16, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Emergency exit door.
Michael Jolie | Jun 9, 2022

Your Emergency Fund and You

Risk Management
Savings
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But folks, I’m sorry to say
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Group of students studying.
Michael Jolie | Jun 2, 2022

Why Young People Still Need Financial Professionals

Finance
It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young
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