Over 25 Years Helping People Reach Their Financial Goals
Welcome to our website.
If you`ve come looking for help in planning for your financial freedom, you have come to the right place. We hope you`ll take the time to explore this site to gain better understanding of Olson Financial Services and how we help clients plan for and meet their financial goals.
Money management is not a simple nor easy process. Effective money management involves two important tasks: managing your investments and preserving your wealth. Our goal is to create financial strategies to help you with these tasks while providing an extraordinary amount of personal service.
We invite you to use the Contact tools on the left-hand menu to ask any questions. Let us know, too, if there is any other information you`d like to see on this site.
Thanks for stopping in. We appreciate your visit.
Helpful Content
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.