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As your trusted financial advisor, it is important to keep you informed to ensure you have accurate information and updates about the process for reporting your investment income and preparing your tax documents. In an effort to save you and your CPA some frustration, we advise that you NOT file your taxes until at least April

One of the many provisions within the SECURE Act that helps business owners, is the ability for companies to establish certain tax-qualified retirement plans beyond the December 31, 2020 deadline.  Previously, an employer had to adopt a workplace plan by the last day of the employer’s tax year.While employer contributions could be made after year-end,

This holiday season certainly does not look like any other we have experienced. It takes a bit of a mindset change to make the most of what should be a cheerful and hopeful time of year. Typically, during this season, our team partakes in a service project to help others. Because we cannot be together in person, we decided to change our perspective and think about what others have done for us and how often small random acts of kindness can inspire us all to be a bit more joyful this year. We hope you enjoy us sharing how kindness has recently entered our lives and inspired us to act with a little more kindness ourselves.

Minneapolis / St. Paul Business Journal Leadership TrustBy Sharon Olson, President, CFP and Nicole Scanlon, J.D., Managing Director, Family Wealth. Olson Wealth Group brings wise counsel and clear strategies to deliver real-life returns for generational wealth. My company helps families build wealth and pass it down through generations. But of course, it’s more than just

Last Thanksgiving, I posted this message on our website and received a favorable response from my clients. I thought it might be good to repost since the homeless have been especially hard hit this year.

Today is Give to the Max Day! Consider joining thousands of generous donors in helping to support local charities. While giving cash is one way, there are many other ways to maximize your generous donation so that it fits within your financial plan. #GTMD20

IRA owners are seeking alternative ways to incorporate tax effective giving strategies into their estate plans. One way to maximize a gift to a beneficiary, while also benefiting a charity of choice, is by using a Charitable Remainder Trust (CRT).

Electing to roll over your 401(k) while keeping your company shares intact is allowed under the IRS’ net unrealized appreciation (NUA) rules.

What is the most efficient and least costly process to use your investment portfolio to access cash when you need it.

Recent changes in tax laws have resulted in important provisions that have created unique and unprecedented opportunities for charitable minded investors.