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Olson Insurance & Financial Services

A Family Business Since 1960
 
 
 

How to Bake a Pie-R-A Forecast Retirement Redefined Acres of Diamonds

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.

Helpful Content

Let's Chat

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Apps That Help Achieve Goals

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

 

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

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.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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