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 13803 Village Mill Drive, Suite 300 ♦ Midlothian, VA 23114 ♦ (804) 379-0316      Facebook   LinkedIn   Twitter

 

When Special Care Is Needed: The Special Needs Trust Coaches A Fruitful Retirement: Social Security Benefit

Caring service, customized for every client

For more than two decades, all of us at Ray Olson, LLC, have been committed to helping our clients gain more confidence achieving their financial goals.

For me, it's very fulfilling when my knowledge and experience can help someone reach and exceed their goals.  I take a comprehensive view of each client's financial situation and I'm passionate about guiding my clients toward success.

As an independent financial advisor, my focus is always on what's best for my clients. I don't work for a brokerage firm or bank. My recommendations are based solely on helping my clients realize their retirement objectives.

Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Surprises

Making the most of surprises is a great reason to work with us.

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