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.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Earnings season can move markets. What is it and why is it important?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Here are six flags that may make your tax return prime for an IRS audit.
Good employee health can be great for the company’s bottom line.
The item most homeowners forget on their home improvement project checklist is insurance.
Here’s a guide to explain all the parts of Medicare.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
That big list of dreams and goals isn't the only way to look at your bucket list.
How do the markets usually react to elections? Was the 2016 election any different?
Do you know how to set up your financial goals for success? This knight does.
Women must be ready to spend, on average, more years in retirement than men.