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.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Tax preparation may be the perfect time to give the household budget a check-up.
Military families face unique challenges, making personal finance even more critical.
Understanding how a stock works is key to understanding your investments.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Here’s a quick guide to checking to see if you have unclaimed money.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A special needs trust helps care for a special needs child when you’re gone.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?