
Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.Olsen Financial created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
- Don and Pat
“The Retirement Savings Dilemma”
Newsletters
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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Your Business: Reasons to Keep Personal and Business Finances Separate
Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
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A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Car Affordability
How much can you afford to pay for a car?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Lease Payment
How much would your monthly lease payment be?