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.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Social Security: What’s Changing in 2016?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Tips to avoid checking in luggage on your next vacation.
For homeowners who think their property taxes are too high, there are ways to appeal.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Try these activities to keep your brain sharp.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some key concepts to understand when investing for retirement
Learn how to harness the power of compound interest for your investments.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.