In our founder, Sharon Olson, CFP®, CEPA, recent Forbes article she discusses 4 strategies to get a handle on your cash flow. You can read the full article here.

Olson Wealth Group President and Founder, Sharon Olson, CFP®, CEPA, recently participated in an estate planning panel discussion hosted by the Minneapolis/St. Paul Business Journal (MSPBJ). You can read Sharon’s interview along with the full discussion here.

In our founder, Sharon Olson, CFP®, CEPA, recent Forbes article she highlights the five reasons to make Roth IRAs a part of your financial plan including tax-free withdrawals, estate planning benefits, no income limits with a Roth 401(k) and benefits of a ‘backdoor’ Roth IRA. You can read the full article here.

In our founder, Sharon Olson, CFP®, CEPA, recent Forbes article, she discusses how to successfully prepare for a family meeting with multigenerational families of wealth with proper planning and expectation setting. You can read the full article here.

Sharon Olson, CFP®, CEPA, President and Founder of Olson Wealth Group and Inspired Life Family Office®, has been recognized as a Trust and Estate Practitioner (TEP) by STEP, the global professional body for trust and estate advisors.

Olson Wealth Group President and Founder, Sharon Olson, CFP®, CEPA, recently participated in the Mergers and Acquisitions Table of Experts panel discussion hosted by the Minneapolis/St. Paul Business Journal (MSPBJ). You can read Sharon’s interview along with the full discussion here.

Sharon Olson, CFP®, CEPA, , President and Founder of Olson Wealth Group, was recently quoted in U.S. News & World Report about what billionaire clients are looking for in their advisors. Read more below about how financial advisors work with billionaires here. We are here to help you and your family. If you have any

In our founder, Sharon Olson, CFP®, CEPA, recent Forbes article, she discusses how successful intergenerational wealth requires a thoughtful combination of education, engagement with the next generation, and an intergenerational “road map.” You can read the full article here.

Women often “tend to be more deliberate in their decisions and look longer term, and end up more effectively making risk-return judgments” as a result, notes Sharon Olson, founder and president of Olson Wealth Group, a multi-family office in Bloomington, Minn. Olson’s company currently advises many multi-generation ultra-high-net-worth families, along with other private clients, on

In our founder, Sharon Olson, CFP®, CEPA, recent Forbes article, she discusses when it might be beneficial to consider a multi-family planning office and how it may benefit you and your family’s current and future financial needs. You can read the full article here.