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Eric Olsen
Sep 29, 20213 min read
Tax Planning vs. Tax Preparation
Usually when we think of taxes, the first question that comes to mind is, “how can I pay less of them?” One thing we try to emphasize...
53 views
Eric Olsen
Aug 26, 20213 min read
Benefits of a Health Savings Account (HSA)
From a tax protection standpoint, a Health Savings Account (HSA) is one of the newest and most beneficial accounts accessible to...
44 views
Eric Olsen
Jul 1, 20213 min read
Knowing What You Can “Afford”
In society, there’s a common misconception about the actual meaning of the word “afford” when it comes to personal finance. For many,...
45 views
Eric Olsen
Jun 1, 20213 min read
The Four L's of Retirement Income
Retirement is the goal. For many of us it is the dream. However, there can be complications. We work so hard for so many years to build...
55 views
Eric Olsen
Apr 1, 20213 min read
Asset Allocation & Asset Location
The correct Asset Allocation is one of the most important factors—if not the most important factor—in your investment decisions. Think of...
43 views
Eric Olsen
Feb 21, 20212 min read
Tax Season! Understanding Tax Brackets and Long-Term Capital gains
When it comes to federal income taxes there are two crucially important numbers to understand: your Marginal Tax Rate and your Effective...
45 views
Eric Olsen
Jan 1, 20213 min read
Understanding your “Net Worth Growth Percentage”
If you do not measure the right data point, it is very hard to succeed. Think of it like a skier. For a skier, there are races where the...
46 views
Eric Olsen
Dec 1, 20202 min read
An Introduction to the World of Behavioral Finance
Because nothing epitomizes irrationality like a two year old... In our work together, we talk about behavior a lot. This is because we...
49 views
Eric Olsen
Oct 31, 20203 min read
Choosing your Path -- Locus of Control
Between a global pandemic, civil unrest across the nation, and probably the most controversial presidential election of our lifetimes,...
51 views
Eric Olsen
Oct 1, 20203 min read
The Hedonic Treadmill
When we hear a word or phrase that defines a concept we recognize but never knew the word for, that’s a good day. Then, when the word...
56 views
Eric Olsen
Sep 1, 20202 min read
Rules of Thumb & Why They Can Be Dangerous
My brother sent me an article titled, “The Answer to This Question Will Tell You If You’re Wealthy.” (Spoiler alert: the author believes...
49 views
Eric Olsen
Aug 1, 20203 min read
Primary and Secondary Stock Markets, and Why It's Important
One of the major misconceptions about the stock market is the mechanics of what happens when an investment is purchased. Many people...
62 views
Eric Olsen
Jul 1, 20202 min read
Net Worth Milestones
Everyone wants to know their net worth, but after teaching accounting to undergrads, I understand why there may be some confusion on how...
69 views
Eric Olsen
May 31, 20202 min read
Earnings vs. Management - Two Sides to the Same Coin
If you asked the average person what it takes to be financially successful, more often than not they would say a high-income equals...
54 views
Eric Olsen
May 1, 20202 min read
How Secure is Job Security?
There's a difference between Job Security and Income Security. I'll give you a hint, one's more important than the other.
57 views
Eric Olsen
Mar 1, 20202 min read
What High School English Can Teach Us About Investing
Take a minute to reflect back to your high school English class. Imagine it’s the first day and the teacher is introducing themselves,...
69 views
Eric Olsen
Dec 16, 20193 min read
Mottos Matter
We quickly fatigue of the cheesy taglines and fluffy aspirational phrases that organizations plaster throughout their mission statements,...
81 views
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