Terry Nelson photo

Terry Nelson, CFP®, ChFC®, CASL

 

Olmsted Financial Group

3428 Lakeridge Pl. N.W., Suite 120

Rochester, MN 55901

 

Phone:   507-281-1262

Cell:        507-250-3967

Fax:         507-281-9131

 

Email: Terry@OlmstedFinancialGroup.com

 

                                                       

 

March/April 2026

Beware of These HNW Money Mistakes

Beware of These HNW Money Mistakes

Keep an eye on these potential big money mistakes.


  • Too much money invested in nonproductive assets such as high-end real property

  • Unchecked lifestyle inflation

  • Failure to assess and manage liquidity needs

  • Insufficient tax and estate planning

  • Failure to communicate money matters to succeeding generations


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