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

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2405 Schneider Avenue
Menomonie, WI 54751
(715) 235-5511

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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.

Helpful Content

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

 

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Your Cash Flow Statement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

An Arm and a Leg

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.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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