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
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Rightsizing for Retirement
What does your home really cost?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?