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We are proud to announce that Nicole was recently named as a Top Women in Finance for 2021 by Finance & Commerce Magazine. This Minnesota- based magazine recognizes women who are making an impact not only in their professions but also in their communities. You can read more here.

It’s often said that it’s not what you make but what you keep that matters. With income, capital gains, and estate taxes all subject to potential increases in the coming years, coupled with current low-interest rates, it’s particularly important that we manage our clients’ after-tax returns as we evaluate portfolios leading into year-end. We believe

In the first half of 2021, the U.S. economy powered forward faster than nearly anyone had expected. Speed can be exhilarating, but it can also be dangerous. In our view, the overall economic picture remains sound and will likely support strong profit growth and additional stock market gains. But the pace of reopening also creates

Aligned with our commitment to growth and a relentless quest to meet each client’s life vision with comprehensive planning, we are pleased to announce our new team member, Tom Knutson, CFP ® serving as our new Director of Financial Planning. Olson Wealth Group, a multi-family office dedicated to financial stewardship and a leader for more

We are proud to share the following article, recently published in Plan Adviser Magazine. Read the Full Article Here

We are proud to share the following article, recently published in the Minneapolis/ St. Paul Business Journal Read Article Here

We are proud to share the following article, recently published in Authority Magazine. Read Article Here

We are proud to share the following article, recently published in Forbes. The focus was a strategy to reduce tax on the sale of a business in coordination with estate and charitable planning goals.  A NIMCRUT is a trust that allows you to provide income to yourself or others for life, or for a term

As your trusted financial advisor, it is important to keep you informed to ensure you have accurate information and updates about the process for reporting your investment income and preparing your tax documents. In an effort to save you and your CPA some frustration, we advise that you NOT file your taxes until at least April

One of the many provisions within the SECURE Act that helps business owners, is the ability for companies to establish certain tax-qualified retirement plans beyond the December 31, 2020 deadline.  Previously, an employer had to adopt a workplace plan by the last day of the employer’s tax year.While employer contributions could be made after year-end,