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249 John Knox Road
Tallahassee, FL 32303

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J. Scott Olson, Jr.

(850) 385-7159

 
Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement

Celebrating Our 57th Year as a Local Family-owned Business!

Olson Insurance & Financial Services is proud to serve the Greater Tallahassee region for 57 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 registered to provide an 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

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

 

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Rightsizing for Retirement

What does your home really cost?

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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