Category: General

The CARES Act, Section 2206 offers an opportunity that benefits both employees and employers. Until the end of this year, employers can pay up to $5,250 toward an employee’s student loans tax-free.

I recently received an e-mail from a client who found a new focus and clarity during his time of transition.

The Coronavirus Aid, Relief and Economic Security Act (CARES Act) that was passed March 27th, 2020 includes temporary, but meaningful, changes to laws relating to income planning for 2020.

As we have been advised to exercise our business continuity plan and work remotely, I am surprised by the ease and efficiencies we have uncovered while working together “apart.”

Turning your interest into a sustaining hobby is the first step to enjoying those golden years in retirement.

With the recent blast of frigid air and Thanksgiving around the corner, I would like to share a very personal experience that I’m sure has happened to you also.

Kevin Fruechte, Chief Research and Operations Officer at Olson Wealth Group, completes the Certified Private Wealth Advisor (CPWA®) program and now combines this certification with his CERTIFIED FINANCIAL PLANNER (CFP®) and Chartered Financial Analyst (CFA) credentials. In so doing, he becomes the sole advisor in Minnesota to simultaneously hold all three of these prestigious designations.

U.S. Trust survey notes that 60% of millennial investors either own impact assets or have expressed interest in impact investing, versus 24% of baby boomers. This can lead to tension when transitioning money and family values to the next generation.

Investors that hold a large portion of their net worth in a single stock can be at risk for a number of reasons. Let’s talk about when to hold and when to diversify.

Family of origin impacts how you talk and feel about money as an adult.