You have a vision for your life. Olson Wealth Group provides guidance for you to realize that vision. For over 30 years, we have lead with wise counsel and clear strategy. We meet you where you are with a values-based, multi-generational approach to preserving and growing your wealth.
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As we move forward from an emotional election and gain clarity, we recognize that political divisiveness may not disappear now that the election is over, we hope this allows us to make more progress in bridging our divides. For many investors, achieving an outcome and removing the cloud of uncertainty is, in and of itself,
The Minneapolis-St. Paul Business Journal held a panel discussion recently on estate planning. Panelists included Sharon Olson, president, Olson Wealth Group; Nicholas Hulwi, attorney, Hellmuth & Johnson; Erika Toftness, attorney, Larkin Hoffman; and Jennifer Lammers, attorney, Best & Flanagan. Dyanne Ross-Hanson, president, exit planning strategies, served as moderator. Dyanne Ross-Hanson: Estate planning is such a
It’s understandable that some ultrahigh-net-worth individuals believe Roth IRAs are “not for them.” After all, in my experience, many UHNW people are not fixated on saving for retirement. However, by dismissing Roth IRAs, they are inadvertently missing out on a powerful estate planning and wealth transfer tool. With federal income tax rates scheduled to increase
