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.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
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.