Nicole Scanlon was recently featured in the U.S. News and World Report on how retirees can manage spending this Holiday season as they are facing a different-looking holiday this year, with changes that include canceled trips or smaller gatherings. These shifts can also have a money-related impact for retirees on a fixed income.  It may be helpful to set up a financial strategy that aligns with the holiday activities in 2020 as canceled plans and more time at home, bring the opportunity to explore other meaningful activities like playing board games or going cross country skiing, which can help save for future expenses. 

As successful executives, the members of Business Journals Leadership Trust know that to successfully lead others it’s important to continue to personally grow. Read to see what Sharon says is her underrated skill and trait that she see feels all leaders should work on and why this quality is so important to her

The death of George Floyd prompted people around the country to take stock — not just of the structure of law enforcement, but also how they support the good that they want to see in the world. At a time when social justice issues around race and equality are top of mind for us all, making sure your investment portfolio fits your values and your mission makes sense. 

The Business Journal Leadership Trust asked Sharon Olson and other members how they invest in their employees. Sharon discusses ways to provide student loan relief that is excluded from income and payroll taxes if paid before December 31, 2020.

Sustaining and managing the family balance sheet and growing and protecting family wealth has its challenges. For that reason, even with a high level of self-efficacy, high-performing leaders often delegate the complexity of coordinating and orchestrating their family’s finances to experts who understand their needs and preferences.

Olson Wealth Group announces growth shift with the addition of Nicole Scanlon as Managing Director of Family Wealth. Nikki will provide a wide range of complex needs including the development of family mission and values statements, clarity in family governance, aggregated reporting, and advanced generational wealth programs.

The Business Journal Leadership Trust asked Sharon Olson and other members to share something they believe should be addressed during your year-end company review. Sharon discusses the importance of employee fulfillment, engagement, and growth. Read More…

During this unprecedented period, many business owners need access to capital. They may need to bridge the gap between today and their next venture, purchase another business, handle unexpected expenses or even pay off debt. Here’s how to do that while minimizing taxes and investment loss.

Amid the COVID-19 Pandemic, investors have a host of wealth management options that make sense for the short and long term. Sharon Olson discusses downside protection portfolios, opportunities, and provisions of the CARES Act.

The Business Journal Leadership Trust asked Sharon Olson and other members to share their tips on how to tactfully stand your ground with a customer who’s in the wrong. Sharon discusses the importance of asking the right questions to build trust, understanding, and how to move toward a solution with clarity and agreement. Read More…