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16 South Main Street
Rice Lake, WI 54868
(715) 434-6677

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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Understanding Today’s Financial Environment

Welcome! I am Brandon Olson, a financial professional in the Rice Lake area. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. I understand that everyone faces unique challenges as they prepare for retirement and their financial goals. I can help take the mystery out of preparing for today and tomorrow.

With years of experience in financial services, I can help you address your needs for today and many years to come. I look forward to working with you through all stages of your life. Please call Brandon at (715) 434-6677.

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Countering Counterfeit Currency

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Inventorying Your Possessions

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate your monthly and annual income from various IRA types.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Use this calculator to better see the potential impact of compound interest on an asset.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Principles of Preserving Wealth

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A presentation about managing money: using it, saving it, and even getting credit.

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Women must be ready to spend, on average, more years in retirement than men.

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