Olga Jones Financial Advisor

10/19/2026

Ojai Private Wealth Advisors

There’s no one-size-fits-all approach to saving for college.

While 529 plans are a popular choice, other options may better align with your family’s priorities and how you want to plan.

This article breaks down the differences to help you decide.

We can help you find the approach that supports your goals.

What to consider as you choose an appropriate saving vehicle to meet your goals.

10/16/2026

Ojai Private Wealth Advisors

Graduate school isn’t just for recent grads. 🎓

Adults returning to school often face different financial challenges — from family obligations to existing debt. This article explores ways to approach grad school costs thoughtfully.

How to pay for a degree as a nontraditional student.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/12/2026

Ojai Private Wealth Advisors

When college is around the corner, decisions move fast.

Families often juggle tuition bills, aid offers, and payment options all at once. This guide outlines financial steps to consider as enrollment approaches. A little structure now can help families feel more prepared during a busy transition.

Key steps to consider ahead of your first tuition payment.

10/11/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message Ojai Private Wealth Advisors to learn more.

10/10/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

10/09/2026

Ojai Private Wealth Advisors

Think retirement will cost less? Or that there’s plenty of time to plan?

Some of the most common assumptions about retirement sound reasonable—but don’t always hold up in practice.

This article challenges a few of those beliefs and offers a more grounded perspective.🔍

Debunk these common misunderstandings and explore the realities of saving for retirement.

10/08/2026

Ojai Private Wealth Advisors

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. We can help make planning feel more approachable.

Learn the ins and outs of 529 plans.