We are proud to announce that Sharon Olson was recently named as a Notable Leader in Finance for 2021 by Twin Cities Business To qualify for this award, recipients must be serving in a C-suite or senior-level finance role in Minnesota, have at least five years of experience in finance and have shown the ability
Start saving money at an early age: One of our best clients worked as a janitor of a high school for his entire career. He and his wife raised six kids and put them all through college. He is a great example of someone who began to save money early in his life and used
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.