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Knowledge & Insights Center

Mike Olivia

Apr 29, 20181 min read

Why Your Business Should Offer a High Deductible Health Plan

Article written and published by Business News Daily, with contribution from Michael Olivia.

Mike Olivia

Apr 18, 20181 min read

Universal Life Insurance: Confusion Over Life Insurance Policy

Third-Party

Apr 16, 20181 min read

5 Passive Wealth-Building Strategies to Add Three Days to Your Weekend

Many people associate work with punching the clock, the 9-to-5 slog and saving for retirement.

Third-Party

Mar 13, 20181 min read

SavingForCollege: How 7 Different Assets Affect Your Financial Aid Eligibility

Need some help paying for college? The first thing you need to do is to file your Free Application for Federal Student Aid (FAFSA). Worried

Mike Olivia

Jan 17, 20183 min read

Five Star Wealth Manager Award Winner (2018)

Michael Olivia has been recognized by Five Star Professional and awarded the 2018 Five Star Wealth Manager Award, as published in the WSJ.

William Combs

Jan 17, 20185 min read

Letter to Investors: January, 2018

Annual letter to investors recapping the past 12 months and our outlook for the new year.

Third-Party

Dec 14, 20171 min read

Peterson's: The Pros and Cons of Using a 529 Plan to Save for College

Before you invest in any type of college savings plan, you should consider the advantages and disadvantages that it provides.

Third-Party

Oct 24, 20171 min read

CNBC: How to set up a special needs trust

Families that include someone with a disability qualifying for government benefits may want to look into setting up a special needs trust.

Third-Party

Aug 29, 20171 min read

Schwab: 529 Accounts: What Happens When Your Child Doesn't Go to College?

One of the great—and challenging—things about having kids is that they can surprise you at every turn. While you can save diligently for the

Third-Party

Sep 15, 20121 min read

Planned Giving Design Center: IRAs and Qualified Retirement Plans

Qualified retirement plans and individual retirement accounts are trusts or custodial accounts that hold a person's tax deferred retirement