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Blog

Kevin Olison | Jun 17, 2021

The Basics of Paycheck Protection Program Loans: Round Two

Finance

The year 2020 was unprecedented for so many reasons—all because of the COVID-19 pandemic. Many suffered from job losses, had to juggle childcare while working

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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Kevin Olison | Jun 10, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Kevin Olison | Jun 3, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Happy couple sitting in a park with their dog
Kevin Olison | May 27, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Pros & Cons Of Investing In College Saving Plan | Olison & Company
Kevin Olison | May 20, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Man with glasses leaning against a wall
Kevin Olison | May 13, 2021

Common Investor Biases and How They Can Impact Your Finances

No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Retirement Calculators To Reach  Financial Goals | Olison & Company
Kevin Olison | May 6, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Risk of Reverse Dollar-Cost Averaging for Retirees | Olison & Company
Kevin Olison | Apr 29, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Know About Passive Income Investments | Olison & Company
Kevin Olison | Apr 22, 2021

Passive Income Investments: How to Make Your Money Work for You

Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
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Kevin Olison | Apr 15, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Kevin Olison | Apr 12, 2021

The Pros and Cons of Investing in a 529 Plan for College

One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Kevin Olison | Apr 12, 2021

Medicare in 2021: Here’s What You Need to Know

Health

Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare

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Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Olison & Company is not affiliated with Grove Point Financial, LLC or its subsidiaries.  Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. Click here to view Form CRS. 111 Deerwood Road, Suite 200 - San Ramon, CA 94583 - 925-855-3230

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