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.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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.
There are things about Social Security that might surprise you.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Learn about the latest sport to sweep the nation with this informative article.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
An inside look at how marginal income tax brackets work.
How to help determine life insurance needs to provide for your family after you pass away.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Around the country, attitudes about retirement are shifting.
It’s never a bad time to speak with your financial professional about changes in your situation.