Christopher J. Olsen, CFP, RICP, Private Wealth Advisor

Please like our new Facebook Page! We will be shutting this page down and moving over to our new team page in the coming weeks. We hope to provide relevant articles and newsletters in addition to keeping you up to date on what is going on in our office. https://www.facebook.com/BPFGAdvisors/

Do you ever wonder, Will my savings last after I retire? Learn more about what you can do to generate reliable income in retirement.

Those who loved you and were helped by you will remember you when forget-me-nots have withered. Charles Spurgeon, English preacher. What do you want your legacy to be?

Have you thought about when you should start collecting Social Security? Call me to chat about your options and what supports your financial goals.

Protect your loved ones and your assets. Let’s talk about your estate planning goals and the legacy you hope to leave.

Your 401(k) can be one of your most important investment tools. Here are 5 considerations to help ensure you’re progressing toward your retirement goals.

Kindness is the language which the deaf can hear and the blind can see. Mark Twain. How do you use kindness to touch the lives of others?

Medicare open enrollment begins Oct. 15. Here are some key deadlines to help ensure you enroll on time and avoid higher premiums that could impact you for the rest of your life.

If your actions inspire others to dream more, learn more, do more and become more, you are a leader. U.S. President John Quincy Adams. How can you inspire others?

Medicare open enrollment is October 15-December 7. Did you know you can review and change your coverage choices if needed? Let’s chat about how this fits with your overall financial picture.

Awareness is key when it comes to avoiding financial scams. Learn what you can do to protect yourself or a loved one.

No one is useless in this world who lightens the burdens of another. Charles Dickens. Whose burden can you lighten today?

No morning is complete without the most important beverage of the day. In celebration of #InternationalCoffeeDay, let’s toast the cup that keeps us going.

September 27 is #WorldTourismDay a good time to prioritize your vacation-savings goals so you can explore wherever the wind takes you.

The changing of seasons is a good reminder to review your financial goals. What savings targets are you looking to hit this autumn?