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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
One of the most common questions people ask about Social Security is when they should start taking benefits.
There are benefits and limitations when you decide to donate stock.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Imagine your ideal post-pandemic retirement with this animated video.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.