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.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Term insurance is the simplest form of life insurance. Here's how it works.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Learn when it may not make sense to file a claim on your home insurance.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Taking regular, periodic withdrawals during retirement can be quite problematic.
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
When you retire, how will you treat your next chapter?
All about how missing the best market days (or the worst!) might affect your portfolio.
There are thousands of ETFs available. Should you invest in them?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn about the importance of having an estate strategy in this helpful and informative video.
$1 million in a diversified portfolio could help finance part of your retirement.