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
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
How Income Taxes Work
A quick look at how federal income taxes work.
Do You Owe The AMT?
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.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
Debt Stress
There’s a link between debt and stress.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.