We are proud to share the following article recently published in Thrive Global. Read the Full Article Here
OLSON WEALTH GROUP, a nationally recognized wealth management firm serving a select group of clients and families, announces, Sharon Olson, CFP, has achieved Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute of Columbus, OH. Sharon Olson joins an elite group of business advisors who have received this designation and are a part
We are proud to share the following article recently published in Forbes. Read the Full Article Here
We are proud to share the following article recently published in Thrive Magazine. Read the Full Article Here
Nicole Scanlon recently shared a personal story about how her family created a family mission statement shortly before welcoming their daughter. We are honored Thrive Global found it worth publishing and hope that it will inspire some of you to do the same
“Budget cuts” is a term no one in a business wants to say or hear, especially when it leads to staffing cuts. Leadership needs to take extra steps to keep the remaining staff focused and productive and to maintain their trust and belief that better times are ahead. Sharon and other members of Business Journals Leadership Trust share a few ways to support staff during a period of layoffs.
Nicole Keirnes Scanlon of Olson Wealth Group Joined Roshini Rajkumar to discuss charitable giving and year-end tax tips. Nicole shared creative ways to give to charity, how to avoid scams, and why giving in 2020 may maximize your donation due to the CARES Act. Listen Here #RealTalkwithRoshini #WCCORadio
My company helps families build wealth and pass it down through generations. But of course, it’s more than just wealth that people want to transfer to their children. Parents want to ensure that their children are successful overall, which brings into play the question of how to pass down personal values. That has become just as important as teaching them how to maintain wealth that cascades through generations.
The Business Journal Leadership Trust asked Sharon Olson and other members to discuss the fundamental elements in every effective brand. Sharon discusses why the "Why" is important.
Nicole Scanlon was recently featured in the U.S. News and World Report on how retirees can manage spending this Holiday season as they are facing a different-looking holiday this year, with changes that include canceled trips or smaller gatherings. These shifts can also have a money-related impact for retirees on a fixed income. It may be helpful to set up a financial strategy that aligns with the holiday activities in 2020 as canceled plans and more time at home, bring the opportunity to explore other meaningful activities like playing board games or going cross country skiing, which can help save for future expenses.