OLIO Financial Planning

What comes to mind when you think about estate planning? Do you think, “Something I’ll never need, something only for the rich and famous"? There are so many good reasons to have our final wishes laid out, but one of the best reframes is this: having an estate plan is your opportunity to be sure that those you love and care for the most are honored and taken care of to the best of your ability. So let's explore five reasons you should prioritize creating an estate plan as part of your financial planning!

https://meetolio.com/blog/five-reasons-you-need-an-estate-plan

At a first (and second) glance, investing can appear very overwhelming. There is a wide variety of asset classes to choose from, the risk of losing money, and not to mention the daunting task of predicting the future.

We want to help you begin to make sense of it all: stocks and bonds and the different vehicles that bundle them together: mutual funds and ETFs. Link in bio to read more!

The FASFA (Free Application for Federal Student Aid) is an important form for students and/or their parents to fill out every academic year to determine how much aid and scholarships students are eligible to receive to help pay for college. Completing and submitting the FASFA is a prerequisite for receiving merit-based scholarships at many universities, qualifying for work-study programs, and for receiving Federal loans.

Here are some of the changes to the FASFA starting in October 2022 you should know about it.

Changes to FAFSA You Should Know — OLIO Financial Planning The FASFA is an important form for students and/or parents to fill out every academic year to determine how much aid students eligible to receive. Here are changes to the FASFA starting in October 2022 to know!

This is the first step in our process - getting to know each other. Finances should support and enhance your life and help you pursue what you care about. So we prioritize learning about you and any other individuals you want to include in your financial plan.

Want to learn more? Visit meetolio.com.