New chapters, particularly ones with newfound wealth, often require thoughtful, strategic planning to achieve both long-held and newly identified goals. And within a family, this process involves navigating a variety of viewpoints and relationship dynamics that come with managing potentially complex financial and legacy components. It’s an assignment few individuals or families can successfully take
Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme we could all embrace six months ago and what we will continue to rally around through year-end. That’s not to
Donor-advised funds and charitable remainder trusts are often viewed as mutually exclusive philanthropic strategies. And while many debate the advantages of each, combining them offers leveraged tax deductions, income back to the donor and, in the end, a legacy gift to charitable organizations on your terms. So, how does one maintain the flexibility to freely
May is National Inventors Month and a time to honor the incredible inventions that have changed our lives. In the last decade, there have been countless innovations that have transformed the world we live in. From smartphones and social media to streaming services and electric cars, these inventions have made our lives more convenient and
Olson Wealth Group is proud to announce that Sharon Olson, our Founder and CEO, has been recognized as a 2023 Notable Woman in Wealth Management by Twin Cities Business. Twin Cities Business’ Notable Women in Wealth Management list recognizes outstanding women professionals who are making a significant impact in the wealth management industry in the Twin Cities area.
As we approach the 2022 Tax Filing Deadline on April 18th, we would like to share a tax guide that might be helpful as you finalize your tax filing.
We are honored to share that Olson Wealth Group has been included in LPL Financial’s Chairman’s Council. This elite award is presented to a very select number of high-performing enterprises with exceptional client, financial planning, and investment services. The Olson Wealth Group team is proud to be recognized for this distinctive honor and thank our clients and
As we approach March 4th, we once again are reminded to take a moment to reflect on our past successes and focus on what brings us personal fulfillment. March 4th marks a day to “march forth” towards future goals and refocus on ambitions that are most important to us. It is during these times of
For C-suite executives, contemplating a job offer (or a promotion within an existing company) is about more than just weighing salary and title. Myriad factors can play into executive compensation: stock options, restricted stock units, long-term incentive plans, vesting schedules, insurance benefits, restricted covenants and releases. The list goes on. While most executives are rightfully
For 2023, the IRS has updated annual contribution limits, contribution eligibility thresholds, tax-deductibility guidance, and plan features for retirement plans and accounts, reflecting the latest cost-of-living adjustments. These changes will impact retirees and retirement savers. The tables below provide an overview of key retirement planning numbers for 2023.