John Olsen

What's New in Retirement Income Software

By Ed McCarthy, CFP | September 16, 2009

A chat with John Olsen, CLU, ChFC, AEP, of Olsen Financial Group in Kirkwood, Missouri, about how trends in behavioral finance and financial planning are affecting software and how advisors can best take advantage of these developments.
IRA distributions -- no longer so taxing

By John Sullivan, Advisorone | May 1, 2006

Although individual retirement accounts were officially created in 1974, most Americans will remember 1981 as a seminal time in the development of this tax-deferred savings...

Advisor Tools

Business Evaluator

The Business Evaluator tool is designed to educate advisors on career options. Get recommendations unique to your situation as the Business Evaluator intuitively guides you through exploring a change.