Olison & Company - Financial Planning & Wealth Management

10/12/2026

Planning ahead can make some of life’s most important decisions a little easier.

I’m pleased to be part of Aging Well: Planning Ahead, Together, a free educational evening bringing together local professionals to help older adults and their families better understand the decisions that often come with aging.

I’ll be joined by:
Krista Miller — Housing & Moderator
Dena Mapes — Transitional Care & Senior Living
Kelly Albin — Senior Move Management & Organization
Alisha Wood — Estate Planning
Kevin Olison — Financial Planning

Together, we’ll discuss housing and care transitions, estate planning, financial planning, senior move management, and other practical considerations that are easier to address before they become urgent.

📅 Tuesday, November 10, 2026
⏰ 7:00 PM
📍 Albany Community Center | 1249 Marin Ave, Albany

I hope you’ll join us, bring your questions, and learn more about planning ahead for yourself and the people you care about.

Registration is free:
https://luma.com/3nocla8j

10/09/2026

Think financial planning is only for people nearing retirement? Think again.

Building a strong financial foundation can begin at any age.

Whether you're saving for your first home, growing your career, starting a family, or thinking about retirement, the financial decisions you make today can influence your future.

You don't need a large investment portfolio to begin planning. You need goals, a strategy, and the willingness to get started.

Your financial future doesn't have to wait.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

10/02/2026

When couples plan for retirement, they're really planning for two futures.

You may share the same retirement goals, but your needs can change differently over time.

If one spouse eventually needs additional care, will your financial plan be prepared to support that care while also protecting the other spouse's needs?

It's not always an easy topic to discuss, but planning ahead can help couples approach life's changes with greater clarity and confidence.

09/25/2026

What are you retiring to?

We spend a lot of time thinking about when we'll retire, but sometimes not enough time thinking about what we actually want those years to look like.

Travel? More time with family? A new hobby? Volunteering? Simply enjoying a slower pace?

Your retirement goals can help shape the financial plan needed to support them.

Retirement isn't just a date on the calendar. It's the next chapter you've been working toward.

09/18/2026

If your family needed important financial information tomorrow, would they know where to find it?

Keeping financial accounts, insurance information, estate documents, healthcare directives, and important contacts organized can make a big difference when a loved one needs help.

This can be especially important for families caring for aging parents.
You don't have to plan for every possibility. But making sure the right people know where to turn is one simple way to prepare for the unexpected.

09/12/2026

Today, we remember.

On September 11, we honor the lives lost, the families forever changed, and the first responders and everyday heroes who demonstrated extraordinary courage in the face of unimaginable tragedy.

May we continue to carry forward the spirit of unity, compassion, and service that brought Americans together in the days that followed.
We will never forget. 🇺🇸

09/08/2026

As our parents get older, our roles can begin to change.
Helping with an occasional bill or appointment can eventually turn into helping with larger financial and caregiving decisions.

Having conversations about finances, future care, important documents, and family responsibilities before they're urgently needed can make those transitions easier.

You don't need all the answers today. Sometimes, the most important first step is simply starting the conversation.

09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

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.