In the news

Recent publications related to Olson Tax & Financial Planning

  • Times Newsweekly Reports on Dan’s Presentation to the FH Civic Association
  • “Dan Olson Organizes Forest Hills Kiwanis Club Coat Drive”
  • “Wearing Two Hats: Transitioning into the Personal Financial Planning Sector” as published in
    The Investment Professional
  • “A Negotiating Paradigm for Values-based Organizations” in collaboration with Noel Vanek.
  • Olson Tax & Financial Planning announces new Smart Start package
  • Helps people new to the work force understand their taxes, benefits and other financial
        aspects of their life
  • Current newsletter, The Olson Planning Report
    Archived newsletters, The Olson Planning Report
    Dan (not Jimmy) Olson took calls at the Daily News (not Planet) financial helpline
  • Dan and other volunteers provided advice from credit card debt to investing in annuities
  • OlsonTFP sponsored a cheese and wine tasting
  • Wisconsin cheese and organic wines selected by the Wine Room of Forest Hills.
  • One of our favorite wine bloggers picked up the news:
  •     Red wine pairings
        White wine pairings

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