Celebrating Our 55th Year as a Local Family-owned Business!
Olson Insurance & Financial Services is proud to serve the Greater Tallahassee region for 55 years! Since 1960 we have been committed to providing a comfortable and informative experience as we help clients reach their financial goals. Our staff is educated and licensed on a varied array of products for both individuals and employer groups. We pride ourselves on treating each of our clients with the priority they deserve.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
For homeowners who think their property taxes are too high, there are ways to appeal.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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.
To choose a plan, it’s important to ask yourself four key questions.
Military families face unique challenges, making personal finance even more critical.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Recent changes in estate tax laws could affect the strategy you have in place.
$1 million in a diversified portfolio could help finance part of your retirement.
Are you ready for retirement? Here are five words you should consider.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
There are hundreds of ETFs available. Should you invest in them?