Understanding Today’s Financial Environment
Welcome! We are Brandon Olson and Ben Buehler, financial professionals in the Rice Lake and Menomonie areas, respectively. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives. We understand that everyone faces unique challenges as they prepare for retirement and their financial goals. We can help take the mystery out of preparing for today and tomorrow.
With years of experience in financial services, we can help you address your needs for today and many years to come. We look forward to working with you through all stages of your life. Please call Brandon at (715) 434-6677 or Ben at (715) 235-5511.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Six overlooked tax deductions to help manage your tax bill.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Have you explored all your options when it comes to managing your taxable income?
Are Real Estate Investment Trusts right for your portfolio?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Recent changes in estate tax laws could affect the strategy you have in place.