Olison & Company - Financial Planning & Wealth Management

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.

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.