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.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Tips on insuring your teen driver.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
A look at how variable rates of return impact investors over time.
Do your insurance needs stay the same when the nest empties?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Imagine your ideal post-pandemic retirement with this animated video.
$1 million in a diversified portfolio could help finance part of your retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Preparing for the unexpected can make all the difference if your family relies on your income.
For women, retirement strategy is a long race. It’s helpful to know the route.