Lisa Olsen, Agent with New York Life

09/08/2026

Learn more about recent findings reflecting the multigenerational impact of 529s, tax-advantaged plans designed to help families save for college.

In 1996, federal legislation paved the way for states to offer 529 accounts — tax advantaged plans that allow families to save thousands of dollars for college. The investment accounts – now at 17 million with nearly $627 billion in assets – have transitioned from solely a college savings tool...

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

09/05/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.

09/03/2026

The bond market doesn’t usually get the same attention as the stock market- but it can tell us a lot about what investors are worried about.

Articles like this are also a good reminder that diversification isn’t simply “own some stocks and some bonds.” Interest rates, inflation, taxes, time horizon and the role each asset plays all matter.

You don’t have to predict what the economy will do next. You do need a financial plan designed to work through more than one kind of market.

That’s a big part of the planning conversations I have with my clients.

The bond market is signaling trouble ahead. This is why you should pay attention
Many people don’t pay attention to bond markets, but they should — especially now. This is why they matter and why the drop in bond prices is signaling investor concerns about the U.S. economy.
Read in NPR:

Many people don’t pay attention to bond markets, but they should — especially now. This is why they matter and why the drop in bond prices is signaling investor concerns about the U.S. economy.

09/02/2026

This story is such an important reminder that leaving a legacy is about more than deciding who gets what.

Whether it’s a family business, investments, real estate, or something as valuable as the Lakers, the real planning questions are often: How will it be managed? Who will make decisions? What happens when family members disagree?

Good planning isn’t just about transferring wealth. It’s about thinking through what happens after the transfer- and hopefully helping protect both the assets and the relationships that matter most.

These are exactly the kinds of conversations I help families and business owners start before they become urgent.

Jerry Buss left Lakers to his children. It’s tearing their family apart
Jerry Buss wanted his children to run the Lakers after he was gone. How sad he would be to see what his prized possession has done to the people he cherished.
Read in The Athletic:

Jerry Buss wanted his children to run the Lakers after he was gone. How sad he would be to see what his prized possession has done to the people he cherished.

08/28/2026

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone. Also, that small policy from work? It's like a snack, not a whole dinner.

08/26/2026

I'm excited to announce that I’ll be hosting the 2026 Advisor Symposium on Wednesday, November 4th. This year’s event brings together an exceptional lineup of experts, including professionals Steve Parrish, Alan S. Gassman, Kathleen Bilderback, and New York Life Corporate Vice President Allen Hensley. The program will explore current strategies in wealth transfer, estate planning, business succession, and income tax planning strategies through engaging case studies that reflect a range of client situations and planning objectives. Participants will gain practical insights into advanced techniques and the value of multi-disciplinary collaboration to address complex client needs. Mark your calendar, download an agenda, and watch for registration info coming soon!

08/24/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4zvxRWJ

08/24/2026

Healthcare costs are climbing again next year, but fortunately, Part B rate hikes are expected to stay well under 5%, a relief compared to last year's jump.

08/22/2026

Retirement planning isn't just about how much you've saved. It's also about creating a strategy that can help support your lifestyle throughout retirement.

Research from the LIMRA Retirement Income Institute found that many Gen X women face unique retirement challenges, including lower retirement savings, caregiving responsibilities, and concerns about whether their money will last throughout retirement.

Understanding these factors early can help you make more informed decisions about your future. If you’d like to build a retirement strategy, let’s connect to review your long-term goals, expected expenses, and retirement income needs.