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.
Helpful Content
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.