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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?