Money isn’t just about the numbers. It’s about what those numbers stand for — safety, freedom, and the deep need to know we’re okay. At OLIO, we believe real financial planning starts with understanding what’s driving you. This isn’t just about budgets or benchmarks. It’s about aligning your money with your life — not to prove your worth, but to build something that feels true.

There’s a lot to celebrate in May — including a hidden gem: 529 College Savings Day! Learn how a 529 plan can help you grow college savings faster, lower taxes, and stay flexible as your family’s needs change.

We have five reasons you should prioritize creating your estate plan, an opportunity to be sure that those you love and care for the most are honored and taken care of.