Generated by All in One SEO v5.0.1.1, this is an llms.txt file, used by LLMs to index the site. # Olson Wealth Group ## Sitemaps - [XML Sitemap](https://olsonwealthgroup.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [LPL Outlook 2026: The Policy Engine](https://olsonwealthgroup.com/lpl-outlook-2026-the-policy-engine/) - [The Power Of Timing And Structure Under Section 1202](https://olsonwealthgroup.com/the-power-of-timing-and-structure-under-section-1202/) - [Olson Wealth Group Cares About What Matters to You: Wait to File Your Taxes](https://olsonwealthgroup.com/olson-wealth-group-cares-about-what-matters-to-you-wait-to-file-your-taxes-2/) - [The Offer Is Not The Finish Line: How Women Executives Can Negotiate Compensation That Truly Reflects Their Value](https://olsonwealthgroup.com/the-offer-is-not-the-finish-line-how-women-executives-can-negotiate-compensation-that-truly-reflects-their-value/) - [Quarterly Family Meetings: The Underused Wealth Planning Tool](https://olsonwealthgroup.com/quarterly-family-meetings-the-underused-wealth-planning-tool/) - [“A Crash Is Coming.” What I Would Tell My Clients.](https://olsonwealthgroup.com/a-crash-is-coming-what-i-would-tell-my-clients/) - [Business Exit Planning And The Transition Behind The Transaction](https://olsonwealthgroup.com/business-exit-planning-and-the-transition-behind-the-transaction/) - [Every Family Has A Financial Governance System, But Is Yours Working?](https://olsonwealthgroup.com/every-family-has-a-financial-governance-system-but-is-yours-working/) - [LPL 2026 Midyear Outlook: Policy, Buildouts, & Bottlenecks](https://olsonwealthgroup.com/lpl-2026-midyear-outlook/) - [She’s Not Just Keeping Up Financially Anymore—She’s Ahead](https://olsonwealthgroup.com/shes-not-just-keeping-up-financially-anymore-shes-ahead/) - [Courtney McClimon Recognized as a 2025 Notable Executive Assistants by Twin Cities Business](https://olsonwealthgroup.com/courtney-mcclimon-recognized-as-a-2025-notable-executive-assistants-by-twin-cities-business/) - [The Acceleration Economy—Understanding OBBBA’s Practical Impacts On Opportunity Zones And Business Owners](https://olsonwealthgroup.com/the-acceleration-economy-understanding-obbbas-practical-impacts-on-opportunity-zones-and-business-owners/) - [What The Sector Has Gotten Wrong About “Great Wealth Transfer”](https://olsonwealthgroup.com/what-the-sector-has-gotten-wrong-about-great-wealth-transfer/) - [LPL 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations](https://olsonwealthgroup.com/lpl-2025-midyear-outlook-pragmatic-optimism-measured-expectations/) - [The Next Chapter: Building a Family Office After the Sale of Your Business](https://olsonwealthgroup.com/the-next-chapter-building-a-family-office-after-the-sale-of-your-business/) - [Sharon Olson Recognized as a 2025 Notable Wealth Manager by Twin Cities Business](https://olsonwealthgroup.com/sharon-olson-recognized-as-a-2025-notable-wealth-manager-by-twin-cities-business/) - [Women: The Time To Take Control Of Your Finances Is Now](https://olsonwealthgroup.com/women-the-time-to-take-control-of-your-finances-is-now/) - [Crain Currency: Family Offices Backing Women-Owned Businesses](https://olsonwealthgroup.com/crain-currency-family-offices-backing-women-owned-businesses/) - [Tackling Tax Traps And Concentration Risk With Exchange Funds And Direct Indexing](https://olsonwealthgroup.com/tackling-tax-traps-and-concentration-risk-with-exchange-funds-and-direct-indexing/) - [LPL Outlook 2025: Pragmatic Optimism](https://olsonwealthgroup.com/lpl-outlook-2025-pragmatic-optimism/) - [4 Strategies To Get A Handle On Your Cash Flow](https://olsonwealthgroup.com/4-strategies-to-get-a-handle-on-your-cash-flow/) - [Reflection on the 2024 Post-Election Landscape](https://olsonwealthgroup.com/reflection-on-the-2024-post-election-landscape/) - [Minneapolis/St. Paul Business Journal: Table of Experts: Estate Planning](https://olsonwealthgroup.com/table-of-experts-estate-planning/) - [Here Are 5 Reasons To Make Roth IRAs Part Of Your Financial Plan](https://olsonwealthgroup.com/here-are-5-reasons-to-make-roth-iras-part-of-your-financial-plan/) - [How to Prepare for a Successful Family Meeting](https://olsonwealthgroup.com/how-to-prepare-for-a-successful-family-meeting/) - [2024 LPL Midyear Outlook 2024](https://olsonwealthgroup.com/2024-lpl-midyear-outlook-2024/) - [Table of Experts: Mergers and Acquisitions Panel Discussion](https://olsonwealthgroup.com/table-of-experts-mergers-and-acquisitions-panel-discussion/) - [Superfund(!) Your Child or Grandchild's 529 Plan](https://olsonwealthgroup.com/superfund-your-child-or-grandchilds-529-plan/) - [Sharon Olson, CFP®, CEPA is recognized by STEP, the global professional association for trust and estate advisors.](https://olsonwealthgroup.com/sharon-olson-cfp-cepa-from-olson-wealth-group-and-inspired-life-family-office-is-recognized-by-step-the-global-professional-association-for-trust-and-estate-advisors/) - [The Secret To Sustaining Intergenerational Wealth](https://olsonwealthgroup.com/the-secret-to-sustaining-intergenerational-wealth/) - [Olson Wealth Group Cares About What Matters to You: Wait to File Your Taxes](https://olsonwealthgroup.com/olson-wealth-group-cares-about-what-matters-to-you-file-your-taxes/) - [2024 Outlook|A Turning Point](https://olsonwealthgroup.com/2024-outlooka-turning-point/) - [A New Head at the Family Office Table](https://olsonwealthgroup.com/a-new-head-at-the-family-office-table/) - [Is It Time To Consider A Multifamily Office?](https://olsonwealthgroup.com/is-it-time-to-consider-a-multifamily-office/) - [2023 Midyear Outlook](https://olsonwealthgroup.com/2023-midyear-outlook/) - [A Strategic Approach To Tax-Advantaged Charitable Giving](https://olsonwealthgroup.com/a-strategic-approach-to-tax-advantaged-charitable-giving/) - [Honoring the Spirit of Invention](https://olsonwealthgroup.com/honoring-the-spirit-of-invention/) - [Sharon Olson recognized as a Notable Women in Wealth Management for 2023](https://olsonwealthgroup.com/sharon-olson-recognized-as-a-notable-women-in-wealth-management-for-2023/) - [LPL 2022-2023 Tax Tables](https://olsonwealthgroup.com/lpl-2022-2023-tax-tables/) - [Olson Wealth Group Honored as an Exclusive Advisory Firm](https://olsonwealthgroup.com/olson-wealth-group-honored-as-an-exclusive-advisory-firm/) - [March Forth and Do Something](https://olsonwealthgroup.com/march-forth-and-do-something-2/) - [3 Things Every Executive Should Do When Negotiating Compensation](https://olsonwealthgroup.com/3-things-every-executive-should-do-when-negotiating-compensation/) - [Retirement Planning Key Numbers](https://olsonwealthgroup.com/retirement-planning-key-numbers/) - [Secure Act 2.0](https://olsonwealthgroup.com/secure-act-2-0/) - [When is Enough Really Enough? 5 Strategies to Create a Transition Plan](https://olsonwealthgroup.com/when-is-enough-really-enough-5-strategies-to-create-a-transition-plan/) - [Impact of SECURE 2.0 on Retirement Savings](https://olsonwealthgroup.com/impact-of-secure-2-0-on-retirement-savings/) - [Olson Wealth Group is Proud to Announce, Sharon Olson Earns Prestigious CEPA designation.](https://olsonwealthgroup.com/olson-wealth-group-is-proud-to-announce-sharon-olson-earns-prestigious-cepa-designation/) - [Minneapolis / St. Paul Business Journal Leadership Trust: This year’s best gift idea? Helping your child’s first job contribute to their retirement fund](https://olsonwealthgroup.com/minneapolis-st-paul-business-journal-leadership-trust-this-years-best-gift-idea-helping-your-childs-first-job-contribute-to-their-retirement-fund/) - [Family Business Owners: How to Prepare the Next Generation to Take Over the Family Business](https://olsonwealthgroup.com/family-business-owners-how-to-prepare-the-next-generation-to-take-over-the-family-business/) - [LPL Outlook 2023: Finding Balance](https://olsonwealthgroup.com/lpl-outlook-2023-finding-balance/) - [Minneapolis/St. Paul Business Journal: Think you don’t need a trust? Five reasons you may be wrong](https://olsonwealthgroup.com/minneapolis-st-paul-business-journal-think-you-dont-need-a-trust-five-reasons-you-may-be-wrong/) - [How a Family Office Can Uncover Goals With a Family Meeting](https://olsonwealthgroup.com/how-a-family-office-can-uncover-goals-with-a-family-meeting/) - [Wall Street Journal: 20 Ideas for Adjusting Your Stock and Bond Portfolio](https://olsonwealthgroup.com/wall-street-journal-20-ideas-for-adjusting-your-stock-and-bond-portfolio/) - [Why Women Need To Plan for Retirement Differently Than Men](https://olsonwealthgroup.com/why-women-need-to-plan-for-retirement-differently-than-men/) - [Midyear Outlook 2022: Navigating Turbulence](https://olsonwealthgroup.com/midyear-outlook-2022-navigating-turbulence/) - [Business Owners And Entrepreneurs: Four Steps To Navigate The Impact Of Sudden Wealth](https://olsonwealthgroup.com/business-owners-and-entrepreneurs-four-steps-to-navigate-the-impact-of-sudden-wealth/) - [Finding the Silver Lining in Today's Troubled Market](https://olsonwealthgroup.com/finding-the-silver-lining-in-todays-troubled-market/) - [Going into the Second Half of the Year, We Remain Optimistic.](https://olsonwealthgroup.com/going-into-the-second-half-of-the-year-we-remain-optimistic-/) - [Family Office Services for Women: What Female Executives and Business Owners Should Expect](https://olsonwealthgroup.com/family-office-services-for-women-what-female-executives-and-business-owners-should-expect/) - [LPL Client Letter: An Attractive Entry Point](https://olsonwealthgroup.com/an-attractive-entry-point/) - [Forbes: Family Office Services For Women: What Female Executives And Business Owners Should Expect](https://olsonwealthgroup.com/forbes-family-office-services-for-women-what-female-executives-and-business-owners-should-expect/) - [5 Ways Women Need to Save for Retirement Differently](https://olsonwealthgroup.com/5-ways-women-need-to-save-for-retirement-differently/) - [Olson Wealth Group is Proud to Announce Andrew Thomas Schmuhl, JD as our New Chief Operating Officer.](https://olsonwealthgroup.com/olson-wealth-group-is-proud-to-announce-andrew-thomas-schmuhl-jd/) - [Using a Donor-Advised Fund to Create Family Engagement and Legacy Giving](https://olsonwealthgroup.com/using-a-donor-advised-fund-to-create-family-engagement-and-legacy-giving-2/) - [Employers Can Still Establish Qualified Plans for 2021](https://olsonwealthgroup.com/employers-can-still-establish-qualified-plans-for-2021/) - [Top Three Overlooked Financial Planning Items to Consider in 2022](https://olsonwealthgroup.com/top-three-overlooked-financial-planning-items-to-consider-in-2022/) - [March Forth and Do Something](https://olsonwealthgroup.com/march-forth-and-do-something/) - [Olson Wealth Group Cares About What Matters to You- Wait to File Your Taxes](https://olsonwealthgroup.com/olson-wealth-group-cares-about-what-matters-to-you-wait-to-file-your-taxes/) - [Taking a Deep Dive Into Transition with Olson Wealth Group](https://olsonwealthgroup.com/taking-a-deep-dive-into-transition-with-olson-wealth-group/) - When our clients are experiencing significant change and seeking help for a healthy transition, we introduce our specialist partner for a deeper discussion. - [Scott Shinnick Joins Olson Wealth Group as Director of Advisory Portfolio and Investment Research](https://olsonwealthgroup.com/scott-shinnick-joins-olson-wealth-group-as-director-of-advisory-portfolio-and-investment-research/) - [Retirement Planning Key Numbers for 2022](https://olsonwealthgroup.com/retirement-planning-key-numbers-for-2022/) - [Happy New Year from Olson Wealth Group: LPL Research Outlook 2022](https://olsonwealthgroup.com/happy-new-year-from-olson-wealth-group-lpl-research-outlook-202/) - LPL Research Outlook 2022: Passing the Baton is designed to help you navigate the year ahead. Fiscal and monetary policies played big roles in the economic recovery in 2021, but we see 2022 playing out as a handoff—from stimulus bridging a pandemic recovery to an economy growing firmly on its own, with consumers, productivity, small businesses, and capital investment all playing parts in the next stage of economic growth in which economic conditions may continue to improve dramatically. Like the markets, Outlook 2022 looks ahead. - [Nicole Keirnes Scanlon was named a Top Women in Finance for 2021](https://olsonwealthgroup.com/olson-wealth-group-is-proud-to-announce-that-nicole-keirnes-scanlon-was-named-a-top-women-in-finance-for-2021/) - [Tax Planning Considerations as we Approach Year-End](https://olsonwealthgroup.com/tax-planning-considerations-as-we-approach-year-end/) - [Plan Adviser: Women Face $1.1M Lifetime Salary Shortfall](https://olsonwealthgroup.com/plan-adviser-women-face-1-1m-lifetime-salary-shortfall/) - [2021 MidYear Outlook](https://olsonwealthgroup.com/2021-midyear-outlook/) - [Tom Knutson, CFP ® Joins Olson Wealth Group as Director of Financial Planning](https://olsonwealthgroup.com/tom-knutson-cfp-joins-olson-wealth-group-as-director-of-financial-planning/) - [Better Than Ever: 'I literally run my errands!'](https://olsonwealthgroup.com/better-than-ever-i-literally-run-my-errands/) - [5 Things to Look For When Hiring a Financial Planner or Financial Advisor](https://olsonwealthgroup.com/5-things-to-look-for-when-hiring-a-financial-planner-or-financial-advisor/) - [How Business Owners Can Keep More of Their Wealth and Leave a Legacy](https://olsonwealthgroup.com/how-business-owners-can-keep-more-of-their-wealth-and-leave-a-legacy/) - [Employers Can Still Establish Qualified Plans for 2020](https://olsonwealthgroup.com/employers-can-still-establish-qualified-plans-for-2020/) - [Consider Delaying Your Tax Filing](https://olsonwealthgroup.com/consider-delaying-your-tax-filing/) - [Seeking the Silver Lining](https://olsonwealthgroup.com/seeking-the-silver-lining/) - [The importance of a family mission statement](https://olsonwealthgroup.com/the-importance-of-a-family-mission-statement/) - [Personal Thoughts on the Way Home from Work.](https://olsonwealthgroup.com/personal-thoughts-on-the-way-home-from-work-2/) - [Today is Give to the Max Day, How to Maximize your Charitable Gifts](https://olsonwealthgroup.com/today-is-give-to-the-max-day-how-to-maximize-your-charitable-gifts/) - Today is Give to the Max Day! Consider joining thousands of generous donors in helping to support local charities. While giving cash is one way, there are many other ways to maximize your generous donation so that it fits within your financial plan. #GTMD20 - [How to Create a “Stretch” IRA Lifetime Income For Your Family While Also Benefiting Charity](https://olsonwealthgroup.com/how-to-create-a-stretch-ira-lifetime-income-for-your-family-while-also-benefiting-charity/) - IRA owners are seeking alternative ways to incorporate tax-effective giving strategies into their estate plans. One way to maximize a gift to a beneficiary, while also benefiting a charity of choice, is by using a Charitable Remainder Trust (CRT). - [Never Underestimate Advice](https://olsonwealthgroup.com/never-underestimate-advice/) - Electing to roll over your 401(k) while keeping your company shares intact is allowed under the IRS’ net unrealized appreciation (NUA) rules. - [Tax breaks for employers can help ease student debt.](https://olsonwealthgroup.com/tax-breaks-for-employers-can-help-ease-student-debt/) - The CARES Act, Section 2206 provides opportunity for employers to pay down employee student loan tax-free. - [Finding cash to bridge the gap.](https://olsonwealthgroup.com/finding-cash-to-bridge-the-gap/) - What is the most efficient and least costly process to use your investment portfolio to access cash when you need it. - [Tax-Free Planning for the Charitably Minded](https://olsonwealthgroup.com/tax-free-planning-for-the-charitably-minded/) - Recent changes in tax laws have resulted in important provisions that have created unique and unprecedented opportunities for charitable minded investors. - [Thoughts from an investor](https://olsonwealthgroup.com/thoughts-from-an-investor/) - We often experience the greatest personal growth during the most difficult or challenging times in our life. - [Will funds be there when you need them?](https://olsonwealthgroup.com/will-funds-be-there-when-you-need-them/) - We highlight four timely topics related to 529 plans and the economic environment: - [Unintended Consequences](https://olsonwealthgroup.com/unintentional-consequences/) - Some of the unexpected benefits we have uncovered while working together "apart". - [Coronavirus Aid, Relief and Economic Security Act (CARES Act)](https://olsonwealthgroup.com/coronavirus-aid-relief-and-economic-security-act-cares-act/) - CARES Act: Meaningful, changes to laws relating to income planning for 2020. - [INVESTING AMID UNCERTAINTY](https://olsonwealthgroup.com/investing-amid-uncertainty/) - Before anyone makes sudden shifts in their asset allocation strategies based on recent market actions, we believe it is important to keep the following points in mind... - [The SECURE Act of 2019 Brings Significant Changes to Retirement and Financial Planning.](https://olsonwealthgroup.com/the-secure-act-of-2019-brings-significant-changes-to-retirement-and-financial-planning/) - The SECURE Act of 2019 includes some key changes to decisions, rules, and elections relating to how pre-tax accounts play into retirement income and other financial planning. - [Live well – have a hobby.](https://olsonwealthgroup.com/live-well-have-a-hobby/) - Turning your interest into a sustaining hobby is the first step to enjoying those golden years in retirement. Hopefully, this guide will help to spark your interests and follow your passion to a new hobby. - [Retirement – new beginnings take some adjustment.](https://olsonwealthgroup.com/retirement-new-beginnings-take-some-adjustment/) - Many people reaching retirement have a lot of questions and misgivings about the good times ahead. Some emotional challenges people don't always consider... - [Personal thoughts on the way home from work.](https://olsonwealthgroup.com/personal-thoughts-on-the-way-home-from-work/) - I was overwhelmed when I saw a man standing on the street corner asking for help. I now give them St. Stephen's Outreach flyer in a small bag of packaged snacks. - [Cash Balance Pension Plans: A step up from 401(k)](https://olsonwealthgroup.com/1687-2/) - [529 College Saving Plans Now Includes Private Elementary and High School Tuition.](https://olsonwealthgroup.com/529-college-saving-plans-now-includes-private-elementary-and-high-school-tuition/) - What if you need to fill a 529 plan in a hurry because costs have now doubled with twins? Superfund it! - [Don’t try to time the market – Stay Invested!](https://olsonwealthgroup.com/dont-try-to-time-the-market-stay-invested/) - Historically, when you jump in and out of the market, you usually miss the day the market goes up. - [Debunking the Myth on Withdrawal Rates](https://olsonwealthgroup.com/debunking-the-myth-on-withdrawal-rates/) - Historical look at bond market shows why a 4% rate of withdrawal from retirement may be disastrous for many retirees. - [Your Best Tips for Managing the Family Money](https://olsonwealthgroup.com/your-best-tips-for-managing-the-family-money/) - how to prevent money management from fracturing families. - [Business Owners With No Retirement](https://olsonwealthgroup.com/business-owners-with-no-retirement/) - For many entrepreneurs, their wealth is tied up in their firms so they don't have actual funds for retirement. Find ways to avoid this costly mistake. - [Favorable Short Term Interest Rates](https://olsonwealthgroup.com/favorable-short-term-interest-rates/) - Short term interest rates are making low risk options very attractive. - [Market Volatility can be a Learning Lesson.](https://olsonwealthgroup.com/market-volatility-can-be-a-learning-lesson/) - The volatility we experienced in December challenged investors to understand their personal truth around risk and investment principles. As a wealth manager over multiple market cycles, I have found the following investor traits bring greater clarity to financial and investment decisions. - [Estate Planning: Don’t Set It and Forget It (Part 2)](https://olsonwealthgroup.com/estate-planning-dont-set-it-and-forget-it-part-2/) - Real life examples of what can happen if estate planning oversight is neglected. - [Estate Planning: Don’t Set It and Forget It (Part 1)](https://olsonwealthgroup.com/estate-planning-dont-set-it-and-forget-it-part-1/) - Do you have a "dusty will"? When it comes to estate planning, this article illustrates what can happen if "life events" such as marriage, divorce, birth of a child or grandchild, move to another state, death of a beneficiary or receipt of an inheritance are overlooked. - [Snowbird Travel Checklist](https://olsonwealthgroup.com/snowbird-travel-checklist/) - Snowbird season has arrived and we’ve listed some important things to consider when planning a prolonged absence in the sun. - [Inheriting the 401(K)](https://olsonwealthgroup.com/inheriting-the-401k/) - How to avoid common mistakes people make when leaving tax deferred retirement assets to their heirs. - [Kevin Fruechte Becomes Sole Person in Minnesota to Obtain CFA, CFP, and CPWA Credentials.](https://olsonwealthgroup.com/kevin-fruechte-becomes-sole-advisor-in-minnesota-to-obtain-cfa-cfp-and-cpwa-credentials/) - Kevin Fruechte completes CPWA program. In so doing, he becomes the sole advisor in Minnesota to simultaneously hold CFP, CFA, and CPWA designations. - [Simple Steps to Protect Yourself from Identity Theft](https://olsonwealthgroup.com/simple-steps-to-protect-yourself-from-identity-theft/) - Millions of Americans fall victim to identity theft each year. Here are six steps to protect you against identity theft. - [Double Impact Investing](https://olsonwealthgroup.com/double-impact-investing/) - Social Impact investing receiving market returns and improving the community - [Millennials Find the Passion.](https://olsonwealthgroup.com/millennials-find-the-passion/) - As younger generations take control of family wealth, there will be a significant increase in impact investing. This can lead to tension. - [Matching Values with Investments](https://olsonwealthgroup.com/matching-values-with-investments/) - How to insure that your advisor is working in your best interest to match your investments with your values. - [I’m not a lamp. I’m family.](https://olsonwealthgroup.com/im-not-a-lamp-im-family/) - How can you ensure that your pet is taken care of if you are disabled or die? A Pet Trust can give you the most control when you can't be there for your pet. - [Financial Flashpoints and Financial Freedom](https://olsonwealthgroup.com/financial-flashpoints-and-financial-freedom/) - The lessons you learned early form your “Money Imprint”; your hardwired operating system that determines if you stumble or strut in your money life. Ask yourself these questions to understand how your beginnings shape your future. - [New Rules for Retirement – How Much You Can Spend.](https://olsonwealthgroup.com/new-rules-for-retirement-how-much-you-can-spend/) - Barron's publication gives us formulas and strategy on fixed and discretionary spending vs. guaranteed fixed income in your portfolio. - [Minimize Taxes and Maximize Impact with Donor Advised Funds](https://olsonwealthgroup.com/minimize-taxes-and-maximize-impact-with-donor-advised-funds/) - Effectively utilizing donor-advised funds can allow individuals to reduce their income tax liability while directing funds to their favorite charities. - [Questions to Ask When Picking a Financial Adviser](https://olsonwealthgroup.com/questions-to-ask-when-picking-a-financial-adviser/) - Questions to ask when looking for a financial adviser - [Sudden Wealth – A New Way of Living.](https://olsonwealthgroup.com/sudden-wealth-a-new-way-of-living/) - A sudden financial windfall can be a mixed blessing. We discuss the common responses and challenges when sudden wealth enters your life. - [The (Long) List of Financial Documents You Should Keep](https://olsonwealthgroup.com/the-long-list-of-financial-documents-you-should-keep/) - What documents and receipts should you keep for the IRS - [Market Outlook 2018](https://olsonwealthgroup.com/market-outlook-2018/) - Olson Wealth Group discusses Market Outlook 2018 - [The IRS and Family Foundations – Proceed with Caution.](https://olsonwealthgroup.com/the-irs-and-family-foundations-proceed-with-caution/) - The IRS rules on self-dealing and Family Foundations - [Solo 401(k) Reduces Tax Bite](https://olsonwealthgroup.com/solo-401k-reduces-tax-bite/) - Solo 401(k) is a great way for sole proprietorships and their spouses to reduce taxable earnings. - [Multiple Generations Can Use 529 College Savings Plans](https://olsonwealthgroup.com/multiple-generations-can-use-529-college-savings-plans/) - You can contribute to the education costs for multiple generations with a 529 college savings plan. - [Top Reason to Use a Financial Advisor for Your Retirement Plan](https://olsonwealthgroup.com/top-reason-to-use-a-financial-advisor-for-your-retirement-plan/) - Fidelity Investments, rate an advisor’s willingness to take on fiduciary duties as very important. - [New Minnesota Legislation allows for Tax Deductions in 529 College Saving Accounts.](https://olsonwealthgroup.com/new-minnesota-legislation-allows-for-tax-deductions-in-529-college-saving-accounts/) - Minnesota recently passed legislation that allows either a credit or a deduction for Minnesotans saving for college through a 529 savings plan. - [Tips for Avoiding the Top 20 Common Investment Mistakes](https://olsonwealthgroup.com/tips-for-avoiding-the-top-20-common-investment-mistakes/) - Avoid the top 20 investment mistakes. Get advice from an expert financial planner in your area. Our wealth advisers are top in Minnesota and can help today. - [GWP Robo Advice: Not Just for Millennials.](https://olsonwealthgroup.com/gwp-robo-advice-not-just-for-millennials/) - Older clients using Robo advice for digital convenience - [Americans are Saving More for Retirement. Is It Enough?](https://olsonwealthgroup.com/americans-are-saving-more-for-retirement-is-it-enough/) - Is your retirement enough? - [Best States for Retirement...spoiler alert...MN is ranked 7.](https://olsonwealthgroup.com/best-states-for-retirement-spoiler-alert-mn-is-ranked-7/) - [What is the Biggest Savings Obstacle for Millennials?](https://olsonwealthgroup.com/what-is-the-biggest-savings-obstacle-for-millennials/) - Changing jobs? The GAO estimated that losing one year of eligibility 11 times could result in a loss of $411,439 over the course of one’s working career. - [The Passive Pendulum. Tips to Know When to Swing.](https://olsonwealthgroup.com/the-passive-pendulum-tips-to-know-when-to-swing/) - Pros and cons of low-cost exchange-traded funds (ETFs). - [Concentrated Stock. Too much of a good thing?](https://olsonwealthgroup.com/concentrated-stock-too-much-of-a-good-thing/) - [Social Security and your ex-spouse. How to put more money in your pocket.](https://olsonwealthgroup.com/social-security-and-your-ex-spouse-how-to-put-more-money-in-your-pocket/) - Sharon Olson discusses what you should know to make the most when collecting Social security on your ex-spouse’s work record. - [Are Your Children Ready For The Great Wealth Transfer?](https://olsonwealthgroup.com/are-your-children-ready-for-the-great-wealth-transfer/) - 70% will fail at transferring their wealth to their children. Families are most successful in wealth transfer when they identify a mission statement. - [Couples Reveal They Don't Share Investment Decisions](https://olsonwealthgroup.com/be-nimble-for-change-in-times-of-volatility/) - A qualified wealth manager can get the conversation started, lead you in the right direction, help make decisions & help hold you accountable to each other - [Can't Stocks and Bond Yields Just Get Along?](https://olsonwealthgroup.com/cant-stocks-and-bond-yields-just-get-along/) - At what point do higher interest rates potentially begin to hurt stock prices? Rising interest rates do not put the aging bull market at risk. ## Pages - [Home](https://olsonwealthgroup.com/) - Olson Wealth Group helps affluent families in Bloomington, Minneapolis, and beyond preserve wealth, navigate complex financial decisions, and prepare future generations through coordinated wealth management and fiduciary guidance. - [Investment Management](https://olsonwealthgroup.com/services/investment-strategies/) - Client portfolios are goal-oriented & well diversified over multiple complementary asset classes: stocks, bonds, private placements, & social impact investments - [Media](https://olsonwealthgroup.com/media/) - Explore media appearances, industry insights, and thought leadership from Olson Wealth Group. Helping affluent families navigate wealth management, legacy planning, and complex financial decisions. - [Contact Us](https://olsonwealthgroup.com/contact-us/) - Contact Olson Wealth Group to discuss wealth management, legacy planning, business succession, and multi-generational wealth strategies. Serving affluent families in Bloomington, Minneapolis, and beyond. - [Accolades](https://olsonwealthgroup.com/about-us/accolades/) - Explore Olson Wealth Group's industry recognitions, professional achievements, and leadership in wealth management, serving affluent families in Bloomington, Minneapolis, and beyond. - [About Us](https://olsonwealthgroup.com/about-us/) - Learn how our wealth management team supports affluent families in preserving wealth, preparing future generations, and navigating complex financial decisions through personalized wealth management and fiduciary guidance. - [Wealth Management](https://olsonwealthgroup.com/services/wealth-management/) - Wealth management is about more than investments. Our Financial Advisors help affluent families preserve wealth, navigate complex financial decisions, and prepare future generations through coordinated planning and fiduciary guidance. - [Dale Skogstad ADV Part 2B](https://olsonwealthgroup.com/dale-skogstad-adv-part-2b/) - [Inspired Life Family Office®](https://olsonwealthgroup.com/inspired-life-family-office/) - We assist in best practices on governance by creating anaDesigned to work with families who are looking for a way to collectively manage, sustain and grow their wealth, our family office team works with you to manage the complexities and risk that comes with obtaining family affluence. By coordinating with your professional advisors, we provide highly personalized service and manage your family’s finances with high precision and attention to detail. We act as a personal concierge for your wealth.d adhering to an investment policy statement (IPS). The IPS outlines the distinct guiding principles and purpose of the portfolio – objectives, risk tolerance, types of acceptable investments, time horizon and expected return objectives. We turn a critical eye toward Environmental Social Governance (ESG) investments to ensure that client investments align with their values. - [Employer Retirement](https://olsonwealthgroup.com/services/retirement-plans/) - Olson Wealth Group provides independent and unbiased advice for investment recommendations, acting solely in the best interests of the plan and its participants - [Social Impact Investing](https://olsonwealthgroup.com/services/social-impact-investing/) - Olson Wealth Group offers Financial Planning, Wealth Transfer, Wealth Managment, Retirement - [Leaving a Legacy](https://olsonwealthgroup.com/services/leaving-a-legacy/) - We guide our clients in Wealth Transfer as they explore using wealth to further their values and people they cherish, matching aspirations to strategies. - [Sudden Wealth](https://olsonwealthgroup.com/services/sudden-wealth/) - We guide you through short- and long-term options for protecting your good fortune and suddent wealth and turning it to its best uses for you and your family. - [Business Succession](https://olsonwealthgroup.com/services/business-succession/) - As experienced leaders in the complexities of effective business succession planning, we manage the process of designing a plan for an efficient transfer. - [Creating an Income](https://olsonwealthgroup.com/services/creating-an-income/) - We create an income strategy with consideration to the pros and cons of optimal allocation to weather inevitable and variable market conditions. - [OWG Online](https://olsonwealthgroup.com/services/online-guidance-advisor/) - OWG Online. See your full financial picture at a glance with WealthVision℠, a secure online dashboard. You are just a click away from everything you need. - [Inspired Life Family Office™](https://olsonwealthgroup.com/services/inspired-life-family-office/) - Designed to work with families who are looking for a way to collectively manage, sustain and grow their wealth, our family office team works with you to manage the complexities and risk that comes with obtaining family affluence. By coordinating with your professional advisors, we provide highly personalized service and manage your family’s finances with high precision and attention to detail. We act as a personal concierge for your wealth. - [TriState Capital](https://olsonwealthgroup.com/our-process/partnership-tristate-capital/) - [LPL Private Client Services](https://olsonwealthgroup.com/our-process/lpl-private-client-services/) - [Investments](https://olsonwealthgroup.com/investments/) - Olson Wealth Goups's personalized online investment planning tool couples a digital investment platform with our oversight, review, and advice. - [Private Trust Company, N.A.](https://olsonwealthgroup.com/our-process/private-trust-company-n-a/) - [Our Process](https://olsonwealthgroup.com/our-process/) - Using SCOPE, we anticipate issues proactively, strategize for best results, and above all, remain ever present and committed to your success. - [Research Blogs](https://olsonwealthgroup.com/resources/research-blogs/) - Financial and Wealth Planning Research Blogs provided by LPL Financial. - [Research Publications](https://olsonwealthgroup.com/resources/research-publications/) - Financial and Wealth Planning Research Publications provided by LPL Financial. - [Impact Check](https://olsonwealthgroup.com/services/social-impact-investing/impact-check/) - Olson Wealth Group offers Financial Planning, Wealth Transfer, Wealth Managment, Retirement - [Excellence](https://olsonwealthgroup.com/our-process/excellence/) - We believe the key to successful governance is the ongoing stewardship to stay on course and excellent communication to build long-term relationships. - [Open Architecture](https://olsonwealthgroup.com/our-process/open-architecture/) - We use strategies based upon unwavering key investment principles. For over 30 years we have managed client portfolios though a wide range of market cycles. - [Services](https://olsonwealthgroup.com/services/) - Olson Wealth Group offers Financial Planning, Wealth Transfer, Wealth Managment, Retirement Planning, College Savings Plans, and Money Management - [Disclaimer](https://olsonwealthgroup.com/disclaimer/) - We make no representation as to the completeness or accuracy of information provided at these web sites that we link to. - [Stewards of Understanding](https://olsonwealthgroup.com/our-process/stewards-of-understanding/) - We adapt our process solely on your preferences. We meet you where you are… and what you desire in our planning, communication, and reporting models. - [Trending](https://olsonwealthgroup.com/trending/) - Learn what is trending now in the Investment Space. Including articles on stocks and bonds, personal investment, and how to avoid investment mistakes. - [Calculators](https://olsonwealthgroup.com/resources/calculators/) - wide variety of financial calculators, including College Calculator, Paycheck Calculator, Saving Calc, Insurance, Retirement Calculator and Mortgage Calculator - [Resources](https://olsonwealthgroup.com/resources/) - Access cutting-edge research, weekly market commentaries, Portfolio Compass investment trends, the mid-year outlook, and a wealth of financial calculators. - [Preservation Plan](https://olsonwealthgroup.com/our-process/plan/) - Full-service clients get customized, holistic investment and wealth management plans that embrace every aspect of your financial life. - [Collaboration](https://olsonwealthgroup.com/our-process/collaboration/) - Engaging the diverse talents of the Olson Wealth Group team and outside expertise is one of the hallmarks of our wealth management leadership. - [Investment Research](https://olsonwealthgroup.com/investments/investment-research/) - Get up to date investment news to help understand how market activitiy can affect your portfolio. We can help deciper and plan for maximum returns. ## Team - [Kevin Fruechte](https://olsonwealthgroup.com/team/kevin-fruechte/) - [Jade Gutierrez](https://olsonwealthgroup.com/team/jade-gutierrez/) - [Kevin Nguyen](https://olsonwealthgroup.com/team/kevin-nguyen/) - [David Meier](https://olsonwealthgroup.com/team/david-meier/) - [Archie Garner, Jr, CFP®](https://olsonwealthgroup.com/team/archie-garner-jr-cfp/) - [Lyndsey Vargus](https://olsonwealthgroup.com/team/lyndsey-vargus/) - [Courtney McClimon](https://olsonwealthgroup.com/team/courtney-mcclimon/) - [Reeve Holmquist](https://olsonwealthgroup.com/team/reeve-holmquist/) - [Greg Husted, CPA, CFP®](https://olsonwealthgroup.com/team/greg-husted/) - [David Grebber](https://olsonwealthgroup.com/team/david-grebber/) - [Ashley Brown](https://olsonwealthgroup.com/team/ashley-brown/) - [Amber Kodad](https://olsonwealthgroup.com/team/amber-kodad/) - [Justin Moore](https://olsonwealthgroup.com/team/justin-moore/) - [Sharon Olson](https://olsonwealthgroup.com/team/sharon-olson/) - [Dale Skogstad, CFA, CFP®](https://olsonwealthgroup.com/team/dale-skogstad-cfa-cfp/) - [Krista J. Winograd, CFP®](https://olsonwealthgroup.com/team/krista-j-winograd-cfp/) ## Announcements - [15 Ways Retiring Business Owners Can Protect Themselves And Their Families](https://olsonwealthgroup.com/announcements/15-ways-retiring-business-owners-can-protect-themselves-and-their-families/) - [She’s Not Just Keeping Up Financially Anymore—She’s Ahead](https://olsonwealthgroup.com/announcements/shes-not-just-keeping-up-financially-anymore-shes-ahead/) - [Every Family Has A Financial Governance System, But Is Yours Working?](https://olsonwealthgroup.com/announcements/every-family-has-a-financial-governance-system-but-is-yours-working/) - [Business Exit Planning And The Transition Behind The Transaction](https://olsonwealthgroup.com/announcements/business-exit-planning-and-the-transition-behind-the-transaction/) - [Quarterly Family Meetings: The Underused Wealth Planning Tool](https://olsonwealthgroup.com/announcements/quarterly-family-meetings-the-underused-wealth-planning-tool/) - [The Offer Is Not The Finish Line: How Women Executives Can Negotiate Compensation That Truly Reflects Their Value](https://olsonwealthgroup.com/announcements/the-offer-is-not-the-finish-line-how-women-executives-can-negotiate-compensation-that-truly-reflects-their-value/) - [The Power Of Timing And Structure Under Section 1202](https://olsonwealthgroup.com/announcements/the-power-of-timing-and-structure-under-section-1202/) - [Courtney McClimon Recognized as a 2025 Notable Executive Assistants by Twin Cities Business](https://olsonwealthgroup.com/announcements/courtney-mcclimon-recognized-as-a-2025-executive-assistants-by-twin-cities-business/) - [The Acceleration Economy—Understanding OBBBA’s Practical Impacts On Opportunity Zones And Business Owners](https://olsonwealthgroup.com/announcements/the-acceleration-economy-understanding-obbbas-practical-impacts-on-opportunity-zones-and-business-owners/) - [What The Sector Has Gotten Wrong About “Great Wealth Transfer”](https://olsonwealthgroup.com/announcements/what-the-sector-has-gotten-wrong-about-great-wealth-transfer/) - [Sharon Olson Recognized as a 2025 Notable Wealth Manager by Twin Cities Business](https://olsonwealthgroup.com/announcements/sharon-olson-recognized-as-a-2025-notable-wealth-manager-by-twin-cities-business/) - [Women: The Time To Take Control Of Your Finances Is Now](https://olsonwealthgroup.com/announcements/forbes-women-the-time-to-take-control-of-your-finances-is-now/) - [Crain Currency: Family Offices Backing Women-Owned Businesses](https://olsonwealthgroup.com/announcements/crain-currency-family-offices-backing-women-owned-businesses/) - [Tackling Tax Traps And Concentration Risk With Exchange Funds And Direct Indexing](https://olsonwealthgroup.com/announcements/tackling-tax-traps-and-concentration-risk-with-exchange-funds-and-direct-indexing/) - [4 Strategies To Get A Handle On Your Cash Flow](https://olsonwealthgroup.com/announcements/4-strategies-to-get-a-handle-on-your-cash-flow/) - [Minneapolis/St. Paul Business Journal: Table of Experts: Estate Planning](https://olsonwealthgroup.com/announcements/minneapolis-st-paul-business-journal-table-of-experts-estate-planning/) - [Here Are 5 Reasons To Make Roth IRAs Part Of Your Financial Plan](https://olsonwealthgroup.com/announcements/here-are-5-reasons-to-make-roth-iras-part-of-your-financial-plan/) - [How to Prepare for a Successful Family Meeting](https://olsonwealthgroup.com/announcements/how-to-prepare-for-a-successful-family-meeting/) - [Sharon Olson, CFP®, CEPA is recognized by STEP, the global professional association for trust and estate advisors.](https://olsonwealthgroup.com/announcements/sharon-olson-cfp-cepa-is-recognized-by-step-the-global-professional-association-for-trust-and-estate-advisors/) - [Table of Experts: Mergers and Acquisitions Panel Discussion](https://olsonwealthgroup.com/announcements/table-of-experts-mergers-and-acquisitions-panel-discussion/) - [How Financial Advisors Work With Billionaires](https://olsonwealthgroup.com/announcements/22095-2/) - [The Secret To Sustaining Intergenerational Wealth](https://olsonwealthgroup.com/announcements/the-secret-to-sustaining-intergenerational-wealth/) - [A New Head at the Family Office Table](https://olsonwealthgroup.com/announcements/a-new-head-at-the-family-office-table/) - [Is It Time To Consider A Multifamily Office?](https://olsonwealthgroup.com/announcements/is-it-time-to-consider-a-multifamily-office/) - [4 Steps to Navigate the Impact of Sudden Wealth: Tips for business owners and entrepreneurs](https://olsonwealthgroup.com/announcements/19597-2/) - [Sharon Olson recognized as a Notable Women in Wealth Management for 2023](https://olsonwealthgroup.com/announcements/sharon-olson-recognized-as-a-notable-women-in-wealth-management-for-2023/) - [Olson Wealth Group Honored as an Exclusive Advisory Firm](https://olsonwealthgroup.com/announcements/olson-wealth-group-honored-as-an-exclusive-advisory-firm/) - [Five Strategies to Help Women Prepare for Retirement Differently](https://olsonwealthgroup.com/announcements/five-strategies-to-help-women-prepare-for-retirement-differently/) - [6 Steps Women Can Take Toward Their Financial Goals in 2023](https://olsonwealthgroup.com/announcements/6-steps-women-can-take-toward-their-financial-goals-in-2023/) - [15 Strategies to Use Business Data the Right Way](https://olsonwealthgroup.com/announcements/15-strategies-to-use-business-data-the-right-way/) - [2023 Five Star Wealth Manager award](https://olsonwealthgroup.com/announcements/17700-2/) - [Wall Street Journal: 20 Ideas for Adjusting Your Stock and Bond Portfolio](https://olsonwealthgroup.com/announcements/wall-street-journal-20-ideas-for-adjusting-your-stock-and-bond-portfolio/) - [When is Enough Really Enough? 5 Strategies to Create a Transition Plan](https://olsonwealthgroup.com/announcements/when-is-enough-really-enough-5-strategies-to-create-a-transition-plan/) - [This year’s best gift idea? Helping your child’s first job contribute to their retirement fund](https://olsonwealthgroup.com/announcements/this-years-best-gift-idea-helping-your-childs-first-job-contribute-to-their-retirement-fund/) - [Family Office Services for Women: What Female Executives and Business Owners Should Expect](https://olsonwealthgroup.com/announcements/family-office-services-for-women-what-female-executives-and-business-owners-should-expect-2/) - [Think You Don’t Need a Trust? Five Reasons You May be Wrong](https://olsonwealthgroup.com/announcements/think-you-dont-need-a-trust-five-reasons-you-may-be-wrong/) - [Why Women Need To Plan for Retirement Differently Than Men](https://olsonwealthgroup.com/announcements/why-women-need-to-plan-for-retirement-differently-than-men/) - [Minneapolis / St. Paul Business Journal Leadership Trust: How to interpret the Secure Act’s language on IRAs](https://olsonwealthgroup.com/announcements/12998-2/) - [Forbes: 15 Ways Retiring Business Owners Can Protect Themselves And Their Families](https://olsonwealthgroup.com/announcements/forbes-15-ways-retiring-business-owners-can-protect-themselves-and-their-families/) - [Forbes: Business Owners And Entrepreneurs: Four Steps To Navigate The Impact Of Sudden Wealth](https://olsonwealthgroup.com/announcements/forbes-business-owners-and-entrepreneurs-four-steps-to-navigate-the-impact-of-sudden-wealth/) - [The Business Journals: 13 strategies leaders can adopt to become more resilient](https://olsonwealthgroup.com/announcements/the-business-journals-13-strategies-leaders-can-adopt-to-become-more-resilient/) - [Olson Wealth Group is proud to announce that Nicole Keirnes Scanlon was named a Top Women in Finance for 2021](https://olsonwealthgroup.com/announcements/olson-wealth-group-is-proud-to-announce-that-nicole-keirnes-scanlon-was-named-a-top-women-in-finance-for-2021/) - [Forbes: Family Office Services For Women: What Female Executives And Business Owners Should Expect](https://olsonwealthgroup.com/announcements/family-office-services-for-women-what-female-executives-and-business-owners-should-expect/) - [Minneapolis/ St. Paul Business Journal: Using a donor-advised fund to create family engagement and legacy giving](https://olsonwealthgroup.com/announcements/minneapolis-st-paul-business-journal-using-a-donor-advised-fund-to-create-family-engagement-and-legacy-giving/) - [Forbes: How A Family Office Can Uncover Goals With A Family Meeting](https://olsonwealthgroup.com/announcements/forbes-how-a-family-office-can-uncover-goals-with-a-family-meeting/) - [Forbes: Investors May Avoid Capital Gains Tax With The Qualified Small Business Exclusion](https://olsonwealthgroup.com/announcements/forbes-investors-may-avoid-capital-gains-tax-with-the-qualified-small-business-exclusion/) - [Business Journals/Leadership Trust](https://olsonwealthgroup.com/announcements/business-journals-leadership-trust/) - [Forbes: How Business Owners Can Keep More Of Their Wealth And Leave A Legacy](https://olsonwealthgroup.com/announcements/forbes-how-business-owners-can-keep-more-of-their-wealth-and-leave-a-legacy/) - [Minneapolis/St. Paul Business Journal: Better Than Ever: 'I literally run my errands!' says Olson Wealth Group president](https://olsonwealthgroup.com/announcements/minneapolis-st-paul-business-journal-better-than-ever-i-literally-run-my-errands-says-olson-wealth-group-president/) - [Minneapolis/ St. Paul Business Journal: Understanding the Five-Year Roth Withdrawal Rules](https://olsonwealthgroup.com/announcements/understanding-the-five-year-roth-withdrawal-rules/) - [Thrive Global: C-Suite Women and the Family Office](https://olsonwealthgroup.com/announcements/thrive-global-c-suite-women-and-the-family-office/) - [Thrive Global: A Sigh of Relief](https://olsonwealthgroup.com/announcements/thrive-global-a-sigh-of-relief/) - [Plan Adviser: Women Face $1.1M Lifetime Salary Shortfall](https://olsonwealthgroup.com/announcements/plan-adviser-women-face-1-1m-lifetime-salary-shortfall/) - [Her Next Chapter Podcast: Aligning with your soul with Nikki Scanlon](https://olsonwealthgroup.com/announcements/her-next-chapter-podcast-aligning-with-your-soul-with-nikki-scanlon/) - [5 Things to Look For When Hiring a Financial Planner or Financial Advisor](https://olsonwealthgroup.com/announcements/5-things-to-look-for-when-hiring-a-financial-planner-or-financial-advisor/) - [Olson Wealth Group is proud to announce, Sharon Olson named a Notable Leader in Finance for 2021](https://olsonwealthgroup.com/announcements/olson-wealth-group-is-proud-to-announce-sharon-olson-named-a-notable-leader-in-finance-for-2021/) - [Authority Magazine: Women Leading The Finance Industry: 5 Things You Should Do To Increase Your Financial Literacy](https://olsonwealthgroup.com/announcements/women-leading-the-finance-industry-sharon-olson-of-olson-wealth-group-on-the-5-things-you-should-do-to-increase-your-financial-literacy/) - [Olson Wealth Group is Proud to Announce, Sharon Olson Earns Prestigious CEPA Designation](https://olsonwealthgroup.com/announcements/olson-wealth-group-is-proud-to-announce-sharon-olson-earns-prestigious-cepa-designation-2/) - [Thrive Global: Creating a Family Mission Statement](https://olsonwealthgroup.com/announcements/thrive-global-creating-a-family-mission-statement/) - [Business Journal Leadership Trust: Dealing with downsizing: 13 ways to keep your remaining staff focused](https://olsonwealthgroup.com/announcements/business-journal-leadership-trust-dealing-with-downsizing-13-ways-to-keep-your-remaining-staff-focused/) - [WCCO Radio: Nicole Scanlon Joins Real Talk with Roshini](https://olsonwealthgroup.com/announcements/wcco-radio-nicole-scanlon-joins-real-talk-with-roshini/) - [The importance of a family mission statement](https://olsonwealthgroup.com/announcements/the-importance-of-a-family-mission-statement/) - [Business Journal Leadership Trust: 15 fundamental elements you’ll find in every effective brand](https://olsonwealthgroup.com/announcements/business-journal-leadership-trust-15-fundamental-elements-youll-find-in-every-effective-brand/) - [Business Journal Leadership Trust: 15 rewarding ways to invest in your employees](https://olsonwealthgroup.com/announcements/15-rewarding-ways-to-invest-in-your-employees/) - [U.S. News and World Report: How to Manage Holiday Spending in Retirement](https://olsonwealthgroup.com/announcements/u-s-news-and-world-report-how-to-manage-holiday-spending-in-retirement/) - [Business Journal Leadership Trust: 15 underrated skills and traits every leader should strive to develop](https://olsonwealthgroup.com/announcements/15-underrated-skills-and-traits-every-leader-should-strive-to-develop/) - [How high-achieving leaders can manage, sustain and grow wealth with a family office](https://olsonwealthgroup.com/announcements/how-high-achieving-leaders-can-manage-sustain-and-grow-wealth-with-a-family-office/) - [Put your money behind your values](https://olsonwealthgroup.com/announcements/2477-2/) - [Olson Wealth Group Will Move to New Location on June 29, 2017.](https://olsonwealthgroup.com/announcements/olson-wealth-group-will-move-to-new-location-on-june-29-2017/) - [Sharon Olson Becomes Fellow at RSF Integrated Capital Fellowship.](https://olsonwealthgroup.com/announcements/sharon-olson-becomes-fellow-at-rsf-integrated-capital-fellowship/) - [Twin Cities Business: Intelligent & Calibrated Investing](https://olsonwealthgroup.com/announcements/twin-cities-business-intelligent-calibrated-investing/) - [Sharon Olson invited to join Minneapolis/St. Paul Business Journal Leadership Trust](https://olsonwealthgroup.com/announcements/sharon-olson-invited-to-join-minneapolis-st-paul-business-journal-leadership-trust/) - [Business Journal Leadership Trust: 15 cost-effective small-business trends to boost any business](https://olsonwealthgroup.com/announcements/business-journal-leadership-trust-15-cost-effective-small-business-trends-to-boost-any-business/) - [Business Journal Leadership Trust: 15 tips for (tactfully) standing your ground with a customer who’s in the wrong](https://olsonwealthgroup.com/announcements/business-journal-leadership-trust-15-tips-for-tactfully-standing-your-ground-with-a-customer-whos-in-the-wrong/) - [Minneapolis / St. Paul Business Journal: The right way for business owners to tighten their belts](https://olsonwealthgroup.com/announcements/minneapolis-st-paul-business-journal-the-right-way-for-business-owners-to-tighten-their-belts/) - [Business Journal Leadership Trust: 10 essential things to assess during your year-end company review](https://olsonwealthgroup.com/announcements/business-journal-leadership-trust-10-essential-things-to-assess-during-your-year-end-company-review/) - [Nicole Scanlon, J.D. joins Olson Wealth Group as Managing Director of Family Wealth](https://olsonwealthgroup.com/announcements/nicole-scanlon-j-d-joins-olson-wealth-group-as-managing-director-of-family-wealth/) - [LPL And Its Advisors Rank First In Customer Loyalty In New Study.](https://olsonwealthgroup.com/announcements/lpl-and-its-advisors-rank-first-in-customer-loyalty-in-new-study/) - [Minnesota Business: "Labor of Love"](https://olsonwealthgroup.com/announcements/minnesota-business-labor-of-love/) - [Minneapolis/St. Paul Business Journal: "Olson Named 'Woman to Watch' by Women in Business."](https://olsonwealthgroup.com/announcements/minneapolisst-paul-business-journal-olson-named-woman-to-watch-by-women-in-business/) - ["Olson Wealth Group's Sharon Olson Designated as a 2012 Premier Advisor"](https://olsonwealthgroup.com/announcements/olson-wealth-groups-sharon-olson-designated-as-a-2012-premier-advisor/) - [Twin Cities Business: "What Does Wealth Management Mean to Millennials?"](https://olsonwealthgroup.com/announcements/twin-cities-business-what-does-wealth-management-mean-to-millennials-september-2015/) - [Twin Cities Business: "Investment Distractions"](https://olsonwealthgroup.com/announcements/twin-cities-business-investment-distractions-september-2016/) - [Minneapolis/St. Paul Business Journal: "Olson Uses Holistic Approach with Clients and Outside Professionals"](https://olsonwealthgroup.com/announcements/mplsst-paul-business-journal-olson-uses-holistic-approach-february-2011/) ## Categories - [General](https://olsonwealthgroup.com/category/general/) - [OWG Online](https://olsonwealthgroup.com/category/owg-online/) - [Managing Wealth](https://olsonwealthgroup.com/category/managing-wealth/) - [Investment Strategies](https://olsonwealthgroup.com/category/investment-strategies/) - [Creating an Income](https://olsonwealthgroup.com/category/creating-an-income/) - [Business Succession](https://olsonwealthgroup.com/category/business-succession/) - [Sudden Wealth](https://olsonwealthgroup.com/category/sudden-wealth/) - [Leaving a Legacy](https://olsonwealthgroup.com/category/leaving-a-legacy/) - [Employer Retirement](https://olsonwealthgroup.com/category/employer-retirement/) - [Social Impact Investing](https://olsonwealthgroup.com/category/social-impact-investing/) - [Tax Planning](https://olsonwealthgroup.com/category/tax-planning/) - [Family Office](https://olsonwealthgroup.com/category/family-office/) - [Retirement](https://olsonwealthgroup.com/category/retirement/) ## Tags - [wealth transfer blog](https://olsonwealthgroup.com/tag/wealth-transfer-blog/) - 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