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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Simple steps may help you foil hackers and protect your privacy.
What kind of auto insurance should you have? Do you know?
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
What can be learned from the savings rate?
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
A few strategies that may help you prepare for the cost of higher education.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Learn how to harness the power of compound interest for your investments.
What does your home really cost?
Learn about cyber liability insurance in this entertaining video.
Bucket lists don’t have to be for tomorrow.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.