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.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
When to start? Should I continue to work? How can I maximize my benefit?
A collection of tips from professional travelers.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
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.
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
$1 million in a diversified portfolio could help finance part of your retirement.
When markets shift, experienced investors stick to their strategy.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What if instead of buying that vacation home, you invested the money?
Do you know these three personal finance sayings?