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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.
Would you guess that Millennials are effectively saving for retirement? Well, they are.