Five Strategies to Help Women Prepare for Retirement Differently
Our Managing Direction, Nicole Scanlon, was recently featured on MoneyWeave Academy about how women should prepare differently for retirement. For more information, please read the full article here.
6 Steps Women Can Take Toward Their Financial Goals in 2023
Our Managing Director of Family Wealth Management, Nicole Scanlon, was recently featured on GoBankingRates.com for her thoughts on how much women should be saving for retirement to reach their financial goals. For more about how to best reach your financial goals in 2023, please read the following article here.
15 Strategies to Use Business Data the Right Way
Our President and Founder, Sharon Olson, was featured in the Minneapolis/St. Paul Business Journal for her thought leadership about how business owners can leverage data correctly: “There’s an old saying: ‘Garbage in, garbage out.’ Start by making sure you have quality data. Clearly define what you are trying to accomplish, measure and answer with data.
2023 Five Star Wealth Manager award
Olson Wealth Group is pleased to announce that Sharon Olson and Nicole Scanlon have received the 2023 Five Star Wealth Manager award. To receive this prestigious award, Sharon and Nicole were evaluated based on 10 objective criteria associated with providing valuable services to clients including industry credentials, client retention rates, experience, assets managed, and firm
Wall Street Journal: 20 Ideas for Adjusting Your Stock and Bond Portfolio
Olson Wealth Group founder, Sharon Olson, CFP®, CEPA, shares her perspective in The Experts section of The Wall Street Journal regarding 20 Ideas for Adjusting Your Stock and Bond Portfolio on how to manage your portfolio in these volatile markets. Read the full article here.
This year’s best gift idea? Helping your child’s first job contribute to their retirement fund
Matching earned income to assist your child in starting retirement contributions can be a beneficial way to motivate your child as they embark on their employment journey while also helping them to get a head start on retirement savings. Sharon Olson explores how you can potentially turn your child’s first job into a future retirement
When is Enough Really Enough? 5 Strategies to Create a Transition Plan
Sharon Olson was recently featured on the podcast, Poised for Exit, hosted by Julie Keyes. The podcast features business owners and professionals who discuss topics, experiences, and lessons relevant to small businesses with actional steps. During her episode, Sharon talks about how she got her start as an entrepreneur at the ripe old age of
Family Office Services for Women: What Female Executives and Business Owners Should Expect
In this Forbes article, Olson Wealth Group President Sharon Olson, CFP®, CEPA shares her perspective on how and why family offices can and should cater to the unique needs of women. Read the Full Article Here
Think You Don’t Need a Trust? Five Reasons You May be Wrong
We are proud to share Sharon Olson’s recent article featured in the Minneapolis Business Journal. Read Article Here
Why Women Need To Plan for Retirement Differently Than Men
We are proud to share that Nicole Scanlon was recently quoted in the article below from GoBankingRate. Read Article Here