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
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
View all articles 
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
View all calculators
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.