Olison & Company - Financial Planning & Wealth Management

08/28/2026

What if your retirement lasts 20, 25, or even 30+ years?

A longer retirement is something to celebrate, but it also means your financial plan may need to work harder and longer.

Income, healthcare, inflation, long-term care, and family needs can all change throughout retirement.

Planning ahead can help you prepare not just to reach retirement, but to live it with greater confidence.

08/22/2026

The cost of caregiving isn't always just the cost of care.

Helping an aging parent or loved one can affect time, work, travel, household expenses, and your own financial priorities.

That's why planning ahead matters.

Talking about potential care needs and family responsibilities before they're urgent can help everyone better understand what to expect and prepare for the decisions ahead.

Financial planning isn't only about preparing for your future. Sometimes, it's about preparing to help the people you love.

This post is for informational purposes only and should not be considered investment, tax, or legal advice.

08/07/2026

Feature Friday 💙

One of the greatest gifts you can give your family is a plan, and a conversation.

Talking about retirement, long-term care, and financial wishes may feel uncomfortable, but having those discussions before they're needed can provide peace of mind for everyone.

Taking a few minutes today to start the conversation can make tomorrow a little easier.

Have a wonderful weekend!

This post is for informational purposes only and should not be considered investment, tax, or legal advice.

08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

07/31/2026

The best plans aren't just for you, they're for the people you love.

Planning ahead can help your family navigate life's biggest transitions with greater confidence and less uncertainty.

Whether you're thinking about retirement, caring for aging parents, or preparing for the future, taking a few simple planning steps today can make a meaningful difference tomorrow.

A financial plan isn't just about your money, it's about your family's peace of mind.

07/24/2026

Life changes. Your financial plan should keep up.

Retirement, caring for aging parents, and planning for the future all bring important financial decisions.

Taking time to review your plan today can help you and your family feel more confident about tomorrow.

A thoughtful financial strategy isn't just about building wealth, it's about protecting what matters most.

This post is for informational purposes only and should not be considered investment, tax, or legal advice.

07/17/2026

Your financial plan should grow with you.

As life changes, so do your financial priorities.

Whether you're planning for retirement, helping aging parents, or thinking about your family's future, having a thoughtful financial strategy can provide confidence and peace of mind.

A simple review today can help prepare you for tomorrow's opportunities, and challenges.

If it's been a while since you've looked at your financial plan, this may be the perfect time to revisit it.

This post is for informational purposes only and should not be considered investment, tax, or legal advice.

07/10/2026

Some of the most important family conversations are also the easiest to put off.
Talking about retirement, long-term care, and financial planning may not be easy, but having those conversations now can help avoid unnecessary stress later.
Planning ahead gives your family clarity, confidence, and peace of mind when it matters most.
If you haven't started these conversations yet, today is a great time.

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

07/02/2026

We're growing!

Please join us in welcoming Siera to the Olison & Company family as our new Service Assistant.

Siera will be supporting our clients and team behind the scenes, helping us provide the exceptional service and personal attention we're known for.

We're excited to have you on board, Siera, welcome to the team! 🎉