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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
For many, retirement includes contributing their time and talents to an organization in need.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
What kind of auto insurance should you have? Do you know?
Knowing the rules may help you decide when to start benefits.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
A quick history of the Federal Reserve and overview of what it does.
How will you weather the ups and downs of the business cycle?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate conservation is too important to put off. Do you have a smart exit strategy?