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.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Gaining a better understanding of municipal bonds makes more sense than ever.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Ascertaining the value of your business is important for a variety of reasons.
It's important to understand how inflation is reported and how it can affect investments.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
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.
What if instead of buying that vacation home, you invested the money?
All about how missing the best market days (or the worst!) might affect your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
Here are five facts about Social Security that might surprise you.
How do the markets usually react to elections? Was the 2016 election any different?
With alternative investments, it’s critical to sort through the complexity.