Welcome to the OLFP Blog and Resources Page
Your essential hub for financial insights, guidance, and wisdom.
As your trusted partner in the journey to financial security and prosperity, we believe in empowering you with knowledge and resources that can illuminate the path toward the summit of retirement success.
A Financially Savvy Christmas Guide
The holiday season is here, a time filled with joy, celebrations, and the spirit of giving. However, amidst the glitter and […]
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Estate Planning mistakes that can cost you dearly!
Having an estate plan can provide peace of mind, ensure your assets are passed on to the right people, your […]
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How are you Saving for your Child’s Future
For most people, having a family requires some financial adjustments to cover the costs of childcare, education, and essentials. Not […]
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Personal Financial Planning for Business Owners
To what degree do you expect the business to form part of your assets? How do you view your […]
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Are you planning to give a gift of money or other assets to someone other than your spouse or civil partner in the future?
The basic goal of estate and gift tax planning is to ensure that as much of your assets and property, […]
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Estate Planning for Co-habiting Couples
Do you live with your partner? Not planning to “tie the knot” any time soon? Have you thought about what […]
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