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.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Tax preparation may be the perfect time to give the household budget a check-up.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Five strategies for managing your student debt.
When considering life insurance, it's important to understand your options.
To choose a plan, it’s important to ask yourself four key questions.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Smart investors take the time to separate emotion from fact.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn how to harness the power of compound interest for your investments.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.