Taking a Deep Dive Into Transition with Olson Wealth Group
Transitions in a career, sale of a business, retirement, buying or selling a home, children or grandchildren, or other life change can cause stress. This discussion with Ruth Tongen, Senior VP of think2perform, highlights how clients can go through transition in a healthful way.
The importance of a family mission statement
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
Today is Give to the Max Day, How to Maximize your Charitable Gifts
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
Sudden Wealth – A New Way of Living.
A sudden financial windfall can be a mixed blessing. We discuss the common responses and challenges when sudden wealth enters your life.
Concentrated Stock. Too much of a good thing?
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.