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
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.