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.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Earnings season can move markets. What is it and why is it important?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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 chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Here are five facts about Social Security that might surprise you.
What is your plan for health care during retirement?
Do you have causes that you want to support with donations? Here are three tips.
A special needs trust helps care for a special needs child when you’re gone.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.