Sharon Olson recognized as a Notable Women in Wealth Management for 2023
Olson Wealth Group is proud to announce that Sharon Olson, our Founder and CEO, has been recognized as a 2023 Notable Woman in Wealth Management by Twin Cities Business. Twin Cities Business’ Notable Women in Wealth Management list recognizes outstanding women professionals who are making a significant impact in the wealth management industry in the Twin Cities area.
As we approach the 2022 Tax Filing Deadline on April 18th, we would like to share a tax guide that might be helpful as you finalize your tax filing.
Olson Wealth Group Honored as an Exclusive Advisory Firm
We are honored to share that Olson Wealth Group has been included in LPL Financial’s Chairman’s Council. This elite award is presented to a very select number of high-performing enterprises with exceptional client, financial planning, and investment services. The Olson Wealth Group team is proud to be recognized for this distinctive honor and thank our clients and
As we approach March 4th, we once again are reminded to take a moment to reflect on our past successes and focus on what brings us personal fulfillment. March 4th marks a day to “march forth” towards future goals and refocus on ambitions that are most important to us. It is during these times of
3 Things Every Executive Should Do When Negotiating Compensation
For C-suite executives, contemplating a job offer (or a promotion within an existing company) is about more than just weighing salary and title. Myriad factors can play into executive compensation: stock options, restricted stock units, long-term incentive plans, vesting schedules, insurance benefits, restricted covenants and releases. The list goes on. While most executives are rightfully
Retirement Planning Key Numbers
For 2023, the IRS has updated annual contribution limits, contribution eligibility thresholds, tax-deductibility guidance, and plan features for retirement plans and accounts, reflecting the latest cost-of-living adjustments. These changes will impact retirees and retirement savers. The tables below provide an overview of key retirement planning numbers for 2023.
Congress recently passed new legislation to expand the Secure Act of 2019. The recent provisions are referred to as the Secure Act 2.0. Many of these provisions are effective as of this year, while some will not become effective until 2024 or even years later. The recent change includes tax incentives to encourage more employers
Impact of SECURE 2.0 on Retirement Savings
As you may know, Congress passed SECURE 2.0 as part of the fiscal 2023 spending package. This bipartisan retirement security legislation could present opportunities for your retirement savings strategy and incentivize you to save for retirement. The new law includes a number of provisions intended to benefit individuals as well as small business owners. We
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 9 years old, when
While some teens excitedly await getting their first job, others dread it, as the minimum wage they earn does not stretch very far considering the amount of time they put in. While it’s difficult to make enough at a first job to pay for daily expenses, let alone contributions toward college or retirement, there is