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 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.
