Family Office Services for Women: What Female Executives and Business Owners Should Expect
For many successful women executives and business owners, the services of a family office or a multi-family office can help bring together what is often an incredibly complex financial picture. 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
LPL Client Letter: An Attractive Entry Point
It has been a turbulent 2022 so far for investors. The S&P 500 Index is on track for its worst April in more than 40 years, the Nasdaq entered a bear market on April 26 with its more than 20% decline, and bonds, which typically provide ballast for diversified portfolios during periods of stock market
Forbes: Family Office Services For Women: What Female Executives And Business Owners Should Expect
We are proud to share the following article, recently published in Forbes Magazine. Read Article Here
5 Ways Women Need to Save for Retirement Differently
Nikki Scanlon, J.D. 1. Save early and aggressively Women, on average, live 2 years longer than men, yet historically, women earn less than their male counterparts. These two factors can lead to insufficient funds during retirement if saving is not prioritized early and often. Additionally, women are more likely than men to stop working to
Andrew brings extensive international and domestic business and legal experience to the role of Chief Operating Officer of Olson Wealth Group where he focuses on delivering value for the company and its clients by building strong, scalable, client-centric business operations and framing and operationalizing long-term company growth strategy and vision. Prior to joining Olson Wealth
Using a Donor-Advised Fund to Create Family Engagement and Legacy Giving
As a personal wealth manager, I work with many families who come to me with questions about how best to prepare future generations for wealth transfer while ensuring that family values of stewardship and generosity are passed on along the way. While some families have created family foundations, others can opt for a much simpler
Employers Can Still Establish Qualified Plans for 2021
This is a reminder that if you are a business owner, one of the many provisions within The Setting Every Community Up for Retirement Enhancement (SECURE) Act (signed into law on December 20, 2019) that helps businesses, is the ability for companies to establish certain tax-qualified retirement plans beyond the end of the year. Under
Olson Wealth Group is Proud to Announce, Sharon Olson Earns Prestigious CEPA designation.
As we continually strive to support our commitment to growth and pursuit to meet our clients’ unique objectives with comprehensive planning, Olson Wealth Group is proud to announce that Sharon Olson, CFP has achieved Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute of Columbus, OH. This distinguished accolade will provide sophisticated guidance and further advance
Top Three Overlooked Financial Planning Items to Consider in 2022
By Tom Knutson, CFP® There are a few common pitfalls that individuals miss when reviewing their financial plan. In this article, my goal is to outline what these pitfalls are and how to plan for them throughout the year. Common Pitfall #1: Not Reviewing Tax Returns Many individuals believe that since they have hired a
March 4th marks the unofficial holiday of “March Forth and Do Something Day”. It is a day dedicated to doing what you’ve always wanted to do, to take risks in pursuing your dreams, to create a plan to achieve those goals, and to celebrate aspirations that have already been accomplished. Many use the day to